Wealth Enhancement Advisory Services
ARKK icon

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
2024
Q3 		– Sell
-3,000
Closed -$1.22K – 2807
2024
Q2 		$1.22K Buy
+3,000
New +$134K ﹤0.01% 2587

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Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's ARKK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its ARK Innovation ETF (ARKK) stake by 114% in Q3 2026, buying an estimated $3.73M and bringing the position to 85,426 shares worth $7.48M. The position accounts for 0.01% of the portfolio, ranked #860.

Wealth Enhancement Advisory Services first reported a position in ARKK in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.21M in Q1 2024. 48 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 85,426 shares of ARK Innovation ETF worth $7.48M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 45,583 ARK Innovation ETF shares in Q3 2026, an estimated $3.73M.
  • ARK Innovation ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #860 holding.
  • Wealth Enhancement Advisory Services first reported a position in ARK Innovation ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's ARK Innovation ETF position peaked at $8.21M in Q1 2024.
  • 48 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.