Winch Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

Winch 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
2026 Q2	$33.9K	Hold	420	–	–	0.01%	227
2026 Q1	$28.4K	Hold	420	–	–	0.01%	223
2025 Q4	$32.3K	Hold	420	–	–	0.01%	205
2025 Q3	$36.2K	Hold	420	–	–	0.01%	191
2025 Q2	$29.5K	Hold	420	–	–	0.01%	202
2025 Q1	$20K	Hold	420	–	–	0.01%	226
2024 Q4	$23.8K	Hold	420	–	–	0.01%	215
2024 Q3	$20K	Hold	420	–	–	0.01%	218
2024 Q2	$18.5K	Hold	420	–	–	0.01%	218
2024 Q1	$21K	Hold	420	–	–	0.01%	203
2023 Q4	$22K	Hold	420	–	–	0.01%	199
2023 Q3	$17K	Hold	420	–	–	0.01%	208
2023 Q2	$19K	Hold	420	–	–	0.01%	196
2023 Q1	$17K	Hold	420	–	–	0.01%	203
2022 Q4	$13K	Hold	420	–	–	0.01%	216
2022 Q3	$16K	Hold	420	–	–	0.01%	184
2022 Q2	$17K	Hold	420	–	–	0.01%	188
2022 Q1	$28K	Buy	420 +3	+0.7%	+$212	0.01%	180
2021 Q4	$39K	Sell	417 -3,578	-90%	-$391K	0.01%	144
2021 Q3	$442K	Buy	3,995 +3,294	+470%	+$397K	0.15%	54
2021 Q2	$92K	Buy	701 +300	+75%	+$35K	0.03%	91
2021 Q1	$48K	Buy	401 +89	+29%	+$12K	0.02%	126
2020 Q4	$39K	Buy	+312	New	+$33.8K	0.02%	115

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

Winch Advisory Services's ARKK Position: Q2 2026 in Review

Winch Advisory Services held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 420 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #227.

Winch Advisory Services first reported a position in ARKK in Q4 2020 and has held it in 23 quarters since. The position peaked at $442K in Q3 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Winch Advisory Services held 420 shares of ARK Innovation ETF worth $33.9K as of Q2 2026.
Winch Advisory Services left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #227 holding.
Winch Advisory Services first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 23 quarters since.
Winch Advisory Services's ARK Innovation ETF position peaked at $442K in Q3 2021.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.