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

Wealthspire Advisors (New York)’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	$242K	Buy	3,577 +15	+0.4%	+$1.11K	﹤0.01%	798
2025 Q4	$274K	Buy	3,562 +3	+0.1%	+$248	﹤0.01%	842
2025 Q3	$307K	Sell	3,559 -30	-0.8%	-$2.29K	﹤0.01%	661
2025 Q2	$252K	Buy	+3,589	New	+$198K	﹤0.01%	714
2025 Q1	–	Sell	-4,279	Closed	-$243K	–	793
2024 Q4	$243K	Buy	4,279 +44	+1%	+$2.36K	﹤0.01%	694
2024 Q3	$201K	Sell	4,235 -3,990	-49%	-$179K	﹤0.01%	715
2024 Q2	$361K	Buy	8,225 +1,730	+27%	+$77.3K	﹤0.01%	496
2024 Q1	$325K	Sell	6,495 -7,982	-55%	-$389K	﹤0.01%	509
2023 Q4	$758K	Sell	14,477 -9,578	-40%	-$415K	0.01%	356
2023 Q3	$954K	Buy	24,055 +911	+4%	+$40.2K	0.02%	287
2023 Q2	$1.02M	Buy	23,144 +5,500	+31%	+$219K	0.02%	249
2023 Q1	$712K	Sell	17,644 -6,500	-27%	-$249K	0.01%	305
2022 Q4	$754K	Sell	24,144 -968	-4%	-$34.6K	0.01%	307
2022 Q3	$947K	Buy	25,112 +9,833	+64%	+$438K	0.02%	234
2022 Q2	$609K	Sell	15,279 -1,435	-9%	-$68.3K	0.01%	291
2022 Q1	$1.11M	Buy	16,714 +6,330	+61%	+$447K	0.02%	179
2021 Q4	$982K	Sell	10,384 -1,917	-16%	-$209K	0.02%	228
2021 Q3	$1.36M	Sell	12,301 -3,259	-21%	-$392K	0.03%	211
2021 Q2	$2.04M	Buy	15,560 +4,755	+44%	+$554K	0.05%	109
2021 Q1	$1.3M	Buy	10,805 +1,136	+12%	+$154K	0.03%	223
2020 Q4	$1.2M	Buy	+9,669	New	+$1.05M	0.04%	185

Other funds holding ARKK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s ARKK Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its ARK Innovation ETF (ARKK) stake by 0.42% in Q1 2026, buying an estimated $1.11K and bringing the position to 3,577 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Wealthspire Advisors (New York) first reported a position in ARKK in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.04M in Q2 2021. 589 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Wealthspire Advisors (New York) held 3,577 shares of ARK Innovation ETF worth $242K as of Q1 2026.
Wealthspire Advisors (New York) bought 15 ARK Innovation ETF shares in Q1 2026, an estimated $1.11K.
ARK Innovation ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #798 holding.
Wealthspire Advisors (New York) first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s ARK Innovation ETF position peaked at $2.04M in Q2 2021.
589 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.