Sugarloaf Wealth Management, LLC - ARK ETF TR ownership

ARK ETF TR's ticker is ARKK and the CUSIP is 00214Q104. A total of 670 filers reported holding ARK ETF TR in Q4 2020. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ARK ETF TR
ValueSharesWeighting
Q3 2023$6,823
-10.1%
1720.0%0.00%0.0%
Q2 2023$7,592
+9.4%
1720.0%0.00%0.0%
Q1 2023$6,938
+29.1%
1720.0%0.00%
+100.0%
Q4 2022$5,373
-23.2%
1720.0%0.00%
-50.0%
Q3 2022$7,000
-36.4%
172
-36.8%
0.00%
-33.3%
Q2 2022$11,000
-38.9%
2720.0%0.00%
-25.0%
Q1 2022$18,000
+12.5%
272
+58.1%
0.00%0.0%
Q4 2021$16,000
-15.8%
1720.0%0.00%
-20.0%
Q3 2021$19,000
-65.5%
172
-59.2%
0.01%
-66.7%
Q2 2021$55,000
-35.3%
422
+2010.0%
0.02%
-40.0%
Q1 2021$85,000
+304.8%
20
-88.4%
0.02%
+257.1%
Q4 2020$21,000
+31.2%
1720.0%0.01%
+16.7%
Q3 2020$16,000
+100.0%
172
+55.0%
0.01%
+100.0%
Q2 2020$8,000
-61.9%
111
-81.8%
0.00%
-66.7%
Q1 2020$21,000
+250.0%
611
+450.5%
0.01%
+200.0%
Q4 2019$6,0001110.00%
Other shareholders
ARK ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Park Capital Group, Inc. 359,226$44,720,00067.98%
Strategic Family Wealth Counselors, L.L.C. 279,980$34,855,00017.98%
Clarus Group, Inc. 122,838$19,234,00016.61%
Silversage Advisors 1,721$214,00016.26%
Legend Financial Advisors, Inc. 160,436$19,973,00016.18%
Ascension Capital Advisors, Inc. 176,383$21,958,00015.33%
Ascension Asset Management LLC 176,383$21,958,00015.33%
ACT Advisors, LLC. 131,122$16,323,00014.80%
One Charles Private Wealth Services, LLC 12,384$1,541,00014.63%
Claraphi Advisory Network, LLC 429,253$53,438,00014.55%
View complete list of ARK ETF TR shareholders