WR Wealth Planners’s ARK Innovation ETF ARKK Stock Holding History

WR Wealth Planners’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
2024 Q4	$58.7K	Sell	1,034 -280	-21%	-$15K	0.02%	300
2024 Q3	$62.5K	Sell	1,314 -75	-5%	-$3.37K	0.02%	308
2024 Q2	$61K	Sell	1,389 -100	-7%	-$4.47K	0.02%	305
2024 Q1	$74.6K	Buy	+1,489	New	+$72.6K	0.02%	288
2023 Q4	–	Sell	-1,780	Closed	-$70.6K	–	225
2023 Q3	$70.6K	Sell	1,780 -140	-7%	-$6.17K	0.03%	284
2023 Q2	$84.7K	Buy	1,920 +74	+4%	+$2.94K	0.03%	261
2023 Q1	$74.5K	Buy	+1,846	New	+$70.7K	0.03%	273

Other funds holding ARKK

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

WR Wealth Planners's ARKK Position: Q4 2024 in Review

WR Wealth Planners reduced its ARK Innovation ETF (ARKK) stake by 21% in Q4 2024, selling an estimated $15K and leaving 1,034 shares worth $58.7K. The position accounts for 0.02% of the portfolio, ranked #300.

WR Wealth Planners first reported a position in ARKK in Q1 2023 and has held it in 7 quarters since. The position peaked at $84.7K in Q2 2023. 609 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

WR Wealth Planners held 1,034 shares of ARK Innovation ETF worth $58.7K as of Q4 2024.
WR Wealth Planners sold 280 ARK Innovation ETF shares in Q4 2024, an estimated $15K.
ARK Innovation ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #300 holding.
WR Wealth Planners first reported a position in ARK Innovation ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's ARK Innovation ETF position peaked at $84.7K in Q2 2023.
609 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.