Planning Strategies Inc.’s ARK Innovation ETF ARKK Stock Holding History

Planning Strategies Inc.’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	$2.91K	Buy	+36	New	+$2.75K	﹤0.01%	504

Other funds holding ARKK

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Planning Strategies Inc.'s ARKK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 36 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

232 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Planning Strategies Inc. held 36 shares of ARK Innovation ETF worth $2.91K as of Q2 2026.
ARK Innovation ETF was a new Planning Strategies Inc. position in Q2 2026.
ARK Innovation ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #504 holding.
232 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.