Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Wealth Enhancement Advisory Services’s
ARK Innovation ETF
ARKK
Stock Holding History
Wealth Enhancement Advisory Services’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
$2.82M
Sell
41,142
-28,974
-41%
-$2.15M
0.01%
1202
2025
Q4
$5.74M
Sell
70,116
-5,508
-7%
-$456K
0.01%
951
2025
Q3
$6.74M
Buy
75,624
+4,908
+7%
+$375K
0.01%
816
2025
Q2
$5.03M
Sell
70,716
-3,354
-5%
-$185K
0.01%
898
2025
Q1
$3.52M
Sell
74,070
-9,074
-11%
-$520K
0.01%
975
2024
Q4
$4.72M
Sell
83,144
-14,306
-15%
-$766K
0.01%
825
2024
Q3
$4.63M
Sell
97,450
-78,209
-45%
-$3.51M
0.01%
753
2024
Q2
$7.72M
Buy
175,659
+11,727
+7%
+$524K
0.02%
562
2024
Q1
$8.21M
Buy
163,932
+77,735
+90%
+$3.79M
0.02%
528
2023
Q4
$4.51M
Sell
86,197
-9,174
-10%
-$397K
0.01%
634
2023
Q3
$3.78M
Buy
+95,371
New
+$4.2M
0.01%
649
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
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
$376B AUM
19.32%
1-Year Est. Return
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close