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Western Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Western Wealth Management’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 		$677K Sell
8,379
-146
-2% -$11.2K 0.02% 591
2026
Q1 		$576K Sell
8,525
-135
-2% -$10K 0.02% 606
2025
Q4 		$666K Sell
8,660
-432
-5% -$35.8K 0.03% 449
2025
Q3 		$785K Buy
9,092
+80
+0.9% +$6.12K 0.04% 352
2025
Q2 		$633K Sell
9,012
-506
-5% -$27.9K 0.04% 362
2025
Q1 		$453K Sell
9,518
-1,197
-11% -$68.6K 0.03% 420
2024
Q4 		$608K Sell
10,715
-330
-3% -$17.7K 0.03% 407
2024
Q3 		$525K Buy
11,045
+190
+2% +$8.54K 0.03% 451
2024
Q2 		$477K Sell
10,855
-2,690
-20% -$120K 0.04% 380
2024
Q1 		$678K Sell
13,545
-1,603
-11% -$78.2K 0.05% 297
2023
Q4 		$793K Buy
15,148
+1,155
+8% +$50K 0.06% 316
2023
Q3 		$555K Sell
13,993
-869
-6% -$38.3K 0.05% 367
2023
Q2 		$656K Buy
14,862
+676
+5% +$26.9K 0.06% 318
2023
Q1 		$572K Buy
14,186
+2,379
+20% +$91.2K 0.05% 338
2022
Q4 		$369K Sell
11,807
-18,159
-61% -$649K 0.04% 415
2022
Q3 		$1.14M Sell
29,966
-2,457
-8% -$109K 0.07% 277
2022
Q2 		$1.29M Sell
32,423
-1,957
-6% -$93.2K 0.07% 255
2022
Q1 		$2.28M Buy
34,380
+11,551
+51% +$815K 0.11% 187
2021
Q4 		$2.15M Buy
+22,829
New +$2.49M 0.21% 109
2021
Q2 		$3.06M Buy
23,399
+5,528
+31% +$644K 0.31% 68
2021
Q1 		$2.14M Sell
17,871
-18,138
-50% -$2.45M 0.29% 77
2020
Q4 		$4.48M Buy
36,009
+23,829
+196% +$2.58M 0.66% 24
2020
Q3 		$1.12M Buy
12,180
+7,059
+138% +$604K 0.18% 126
2020
Q2 		$365K Buy
+5,121
New +$300K 0.07% 276

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Western Wealth Management's ARKK Position: Q2 2026 in Review

Western Wealth Management reduced its ARK Innovation ETF (ARKK) stake by 1.7% in Q2 2026, selling an estimated $11.2K and leaving 8,379 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #591.

Western Wealth Management first reported a position in ARKK in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.48M in Q4 2020. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Western Wealth Management held 8,379 shares of ARK Innovation ETF worth $677K as of Q2 2026.
  • Western Wealth Management sold 146 ARK Innovation ETF shares in Q2 2026, an estimated $11.2K.
  • ARK Innovation ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #591 holding.
  • Western Wealth Management first reported a position in ARK Innovation ETF in Q2 2020 and has held it in 24 quarters since.
  • Western Wealth Management's ARK Innovation ETF position peaked at $4.48M in Q4 2020.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.