Valeo Financial Advisors
ARKK icon

Valeo Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-300
Closed -$36K – 603
2021
Q1 		$36K Buy
+300
New +$40.6K ﹤0.01% 983

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Valeo Financial Advisors's ARKK Position: Q3 2026 in Review

Valeo Financial Advisors reduced its ARK Innovation ETF (ARKK) stake by 17% in Q3 2026, selling an estimated $45.9K and leaving 2,703 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #708.

Valeo Financial Advisors first reported a position in ARKK in Q4 2019 and has held it in 14 quarters since. The position peaked at $809K in Q2 2021. 94 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Valeo Financial Advisors held 2,703 shares of ARK Innovation ETF worth $241K as of Q3 2026.
  • Valeo Financial Advisors sold 561 ARK Innovation ETF shares in Q3 2026, an estimated $45.9K.
  • ARK Innovation ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #708 holding.
  • Valeo Financial Advisors first reported a position in ARK Innovation ETF in Q4 2019 and has held it in 14 quarters since.
  • Valeo Financial Advisors's ARK Innovation ETF position peaked at $809K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.