ARK Invest rotated $74.5 million from Advanced Micro Devices (AMD) into Nvidia (NVDA) and Broadcom (AVGO) across several exchange-traded funds on August 28, 2026, while also adding 9,755 units of the 3iQ Solana Staking ETF. ARK sold 156,286 AMD shares, following a 37,977-share sale worth about $18.26 million the previous day, and bought 243,707 Nvidia shares valued at roughly $55.6 million and 55,131 Broadcom shares worth about $20.5 million. The Nvidia purchase followed stronger-than-expected fiscal second-quarter results and a pullback in the stock, while the Broadcom purchase came ahead of its September 3 earnings report. ARK also bought Cerebras Systems, Cloudflare, Veracyte and Intellia Therapeutics, initiated a Scribe Therapeutics position and trimmed Brera Holdings, Roblox and Twist Bioscience. ARK’s flagship ARKK ETF has gained 9.97% year to date, compared with 12.65% for the S&P 500, but has suffered approximately $2.09 billion in 12-month outflows and recorded a negative 6.91% five-year annualized return. The Solana-related purchase extended a position that began in April 2025 through ARKW and ARKF, with the cumulative holding exceeding $10 million by August 21, according to 3iQ.