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 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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Twin Peaks Wealth Advisors's ARKK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in ARK Innovation ETF (ARKK) in Q1 2026: 1,797 shares worth $121K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ARKK as recently as Q3 2025.

Twin Peaks Wealth Advisors first reported a position in ARKK in Q4 2023 and has held it in 6 quarters since. The position peaked at $376K in Q4 2023. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Twin Peaks Wealth Advisors held 1,797 shares of ARK Innovation ETF worth $121K as of Q1 2026.
ARK Innovation ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
ARK Innovation ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #254 holding.
Twin Peaks Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 6 quarters since.
Twin Peaks Wealth Advisors's ARK Innovation ETF position peaked at $376K in Q4 2023.
586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.