VSM Wealth Advisory’s ARK Innovation ETF ARKK Stock Holding History

VSM Wealth Advisory’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	$2.02K	Hold	25	–	–	﹤0.01%	450
2026 Q1	$1.69K	Buy	+25	New	+$1.85K	﹤0.01%	451

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

VSM Wealth Advisory's ARKK Position: Q2 2026 in Review

VSM Wealth Advisory held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 25 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

VSM Wealth Advisory first reported a position in ARKK in Q1 2026 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

VSM Wealth Advisory held 25 shares of ARK Innovation ETF worth $2.02K as of Q2 2026.
VSM Wealth Advisory left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #450 holding.
VSM Wealth Advisory first reported a position in ARK Innovation ETF in Q1 2026 and has held it in 2 quarters since.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.