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CARLSON FINANCIAL, INC.’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Sell
6,849
-3
-0% -$122 0.14% 154
2026
Q1 		$260K Sell
6,852
-200
-3% -$8.41K 0.15% 138
2025
Q4 		$336K Buy
+7,052
New +$368K 0.19% 122

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s ARKF Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 0.04% in Q2 2026, selling an estimated $122 and leaving 6,849 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #154.

CARLSON FINANCIAL, INC. first reported a position in ARKF in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 184 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 6,849 shares of ARK Blockchain & Fintech Innovation ETF worth $270K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 3 ARK Blockchain & Fintech Innovation ETF shares in Q2 2026, an estimated $122.
  • ARK Blockchain & Fintech Innovation ETF made up 0.14% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #154 holding.
  • CARLSON FINANCIAL, INC. first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s ARK Blockchain & Fintech Innovation ETF position peaked at $336K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.