Wealthspire Advisors (Maryland)’s ARK Innovation ETF ARKK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$449K	Buy	+4,875	New	+$417K	0.02%	294

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ARKK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in ARK Innovation ETF (ARKK) in Q3 2020: 4,875 shares worth $449K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings.

413 funds tracked by Wall St. Rank hold ARKK as of Q3 2020.

Wealthspire Advisors (Maryland) held 4,875 shares of ARK Innovation ETF worth $449K as of Q3 2020.
ARK Innovation ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
ARK Innovation ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #294 holding.
413 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.