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Tyler-Stone Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Tyler-Stone Wealth 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
2025
Q2 		$509K Sell
7,246
-920
-11% -$50.7K 0.08% 195
2025
Q1 		$389K Hold
8,166
– – 0.07% 215
2024
Q4 		$464K Sell
8,166
-672
-8% -$36K 0.08% 202
2024
Q3 		$420K Buy
8,838
+4,331
+96% +$195K 0.08% 208
2024
Q2 		$198K Hold
4,507
– – 0.08% 191
2024
Q1 		$226K Sell
4,507
-450
-9% -$21.9K 0.1% 179
2023
Q4 		$260K Hold
4,957
– – 0.13% 152
2023
Q3 		$197K Sell
4,957
-33
-0.7% -$1.46K 0.11% 157
2023
Q2 		$220K Buy
+4,990
New +$198K 0.12% 145
2022
Q4 		$26K Buy
820
+88
+12% +$3.15K 0.02% 408
2022
Q3 		$28K Sell
732
-81
-10% -$3.61K 0.02% 378
2022
Q2 		$32K Hold
813
– – 0.02% 378
2022
Q1 		$54K Buy
813
+150
+23% +$10.6K 0.03% 331
2021
Q4 		$63K Buy
+663
New +$72.4K 0.03% 327

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tyler-Stone Wealth Management's ARKK Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its ARK Innovation ETF (ARKK) stake by 11% in Q2 2025, selling an estimated $50.7K and leaving 7,246 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #195.

Tyler-Stone Wealth Management first reported a position in ARKK in Q4 2021 and has held it in 14 quarters since. 573 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

  • Tyler-Stone Wealth Management held 7,246 shares of ARK Innovation ETF worth $509K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 920 ARK Innovation ETF shares in Q2 2025, an estimated $50.7K.
  • ARK Innovation ETF made up 0.08% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #195 holding.
  • Tyler-Stone Wealth Management first reported a position in ARK Innovation ETF in Q4 2021 and has held it in 14 quarters since.
  • 573 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.