Twin Peaks Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Twin Peaks Wealth Advisors’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 Q2	–	Sell	-1,797	Closed	-$121K	–	363
2026 Q1	$121K	Buy	+1,797	New	+$133K	0.03%	254
2025 Q4	–	Sell	-2,428	Closed	-$210K	–	186
2025 Q3	$210K	Buy	2,428 +65	+3%	+$4.97K	0.07%	160
2025 Q2	$181K	Buy	+2,363	New	+$130K	0.06%	162
2025 Q1	–	Sell	-3,709	Closed	-$211K	–	141
2024 Q4	$211K	Buy	+3,709	New	+$199K	0.09%	135
2024 Q2	–	Sell	-7,077	Closed	-$354K	–	129
2024 Q1	$354K	Sell	7,077 -99	-1%	-$4.83K	0.2%	85
2023 Q4	$376K	Buy	+7,176	New	+$311K	0.24%	82

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's ARKK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2026, closing a stake of 1,797 shares — an estimated $121K sold.

Twin Peaks Wealth Advisors first reported a position in ARKK in Q4 2023 and held it in 6 quarters. The position peaked at $376K in Q4 2023. 638 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining ARK Innovation ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,797 ARK Innovation ETF shares in Q2 2026, an estimated $121K.
Twin Peaks Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2023 and held it in 6 quarters.
Twin Peaks Wealth Advisors's ARK Innovation ETF position peaked at $376K in Q4 2023.
638 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.