United Advisor Group’s ARK Innovation ETF ARKK Stock Holding History

United Advisor Group’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	$1.56M	Buy	23,100 +3,409	+17%	+$253K	0.19%	132
2025 Q4	$1.51M	Buy	19,691 +183	+0.9%	+$15.2K	0.19%	130
2025 Q3	$1.68M	Sell	19,508 -1,384	-7%	-$106K	0.23%	105
2025 Q2	$1.47M	Sell	20,892 -194	-0.9%	-$10.7K	0.25%	100
2025 Q1	$1M	Sell	21,086 -288	-1%	-$16.5K	0.21%	117
2024 Q4	$1.21M	Sell	21,374 -900	-4%	-$48.2K	0.24%	102
2024 Q3	$1.06M	Sell	22,274 -483	-2%	-$21.7K	0.24%	101
2024 Q2	$1M	Buy	22,757 +547	+2%	+$24.4K	0.31%	81
2024 Q1	$1.11M	Buy	+22,210	New	+$1.08M	0.42%	67

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