Triumph Capital Management’s ARK Innovation ETF ARKK Stock Holding History

Triumph Capital Management’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$382K	Buy	5,655 +554	+11%	+$41.1K	0.08%	219
2025 Q4	$392K	Buy	5,101 +1,753	+52%	+$145K	0.08%	202
2025 Q3	$289K	Buy	+3,348	New	+$256K	0.08%	248
2023 Q1	–	Sell	-7,184	Closed	-$224K	–	195
2022 Q4	$224K	Buy	+7,184	New	+$257K	0.12%	175
2022 Q1	–	Sell	-14,604	Closed	-$1.38M	–	201
2021 Q4	$1.38M	Sell	14,604 -2,110	-13%	-$230K	0.6%	39
2021 Q3	$1.85M	Buy	16,714 +471	+3%	+$56.7K	0.86%	29
2021 Q2	$1.92M	Buy	+16,243	New	+$1.89M	1.12%	18

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return