WealthShield Partners’s ARK Innovation ETF ARKK Stock Holding History

WealthShield Partners’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	–	Sell	-5,285	Closed	-$357K	–	386
2026 Q1	$357K	Sell	5,285 -35	-0.7%	-$2.6K	0.04%	273
2025 Q4	$409K	Buy	5,320 +16	+0.3%	+$1.32K	0.05%	256
2025 Q3	$458K	Buy	5,304 +266	+5%	+$20.3K	0.05%	244
2025 Q2	$354K	Buy	5,038 +495	+11%	+$27.3K	0.04%	264
2025 Q1	$216K	Buy	4,543 +972	+27%	+$55.7K	0.03%	303
2024 Q4	$203K	Buy	+3,571	New	+$191K	0.03%	282
2021 Q3	–	Sell	-795	Closed	-$104K	–	270
2021 Q2	$104K	Buy	795 +70	+10%	+$8.16K	0.02%	356
2021 Q1	$87K	Buy	+725	New	+$98.1K	0.02%	359

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

WealthShield Partners's ARKK Position: Q2 2026 in Review

WealthShield Partners sold out of ARK Innovation ETF (ARKK) in Q2 2026, closing a stake of 5,285 shares — an estimated $357K sold.

WealthShield Partners first reported a position in ARKK in Q1 2021 and held it in 8 quarters. The position peaked at $458K in Q3 2025. 637 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

WealthShield Partners reported no remaining ARK Innovation ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 5,285 ARK Innovation ETF shares in Q2 2026, an estimated $357K.
WealthShield Partners first reported a position in ARK Innovation ETF in Q1 2021 and held it in 8 quarters.
WealthShield Partners's ARK Innovation ETF position peaked at $458K in Q3 2025.
637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.