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AE Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

AE Wealth Management’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
Q1 		$190K Sell
5,006
-47
-0.9% -$1.98K ﹤0.01% 1616
2025
Q4 		$241K Sell
5,053
-14
-0.3% -$730 ﹤0.01% 1427
2025
Q3 		$288K Buy
5,067
+1,220
+32% +$65.6K ﹤0.01% 1199
2025
Q2 		$193K Buy
3,847
+35
+0.9% +$1.38K ﹤0.01% 1318
2025
Q1 		$127K Sell
3,812
-421
-10% -$16.2K ﹤0.01% 1391
2024
Q4 		$157K Buy
+4,233
New +$150K ﹤0.01% 1329
2024
Q1 		– Sell
-14,439
Closed -$371K – 1190
2023
Q4 		$371K Sell
14,439
-3,181
-18% -$70K ﹤0.01% 1604
2023
Q3 		$341K Buy
17,620
+875
+5% +$18.6K ﹤0.01% 1557
2023
Q2 		$350K Sell
16,745
-3,811
-19% -$72.4K ﹤0.01% 1548
2023
Q1 		$387K Buy
20,556
+1,868
+10% +$32.9K ﹤0.01% 1451
2022
Q4 		$267K Sell
18,688
-2,189
-10% -$33.9K ﹤0.01% 1551
2022
Q3 		$321K Buy
20,877
+880
+4% +$15.7K ﹤0.01% 1450
2022
Q2 		$310K Buy
19,997
+1,275
+7% +$25.8K ﹤0.01% 1424
2022
Q1 		$544K Sell
18,722
-4,473
-19% -$138K ﹤0.01% 1197
2021
Q4 		$947K Sell
23,195
-2,108
-8% -$102K 0.01% 942
2021
Q3 		$1.25M Sell
25,303
-26,390
-51% -$1.38M 0.01% 804
2021
Q2 		$2.8M Buy
51,693
+2,747
+6% +$140K 0.02% 536
2021
Q1 		$2.5M Buy
48,946
+17,544
+56% +$956K 0.03% 509
2020
Q4 		$1.56M Buy
31,402
+19,405
+162% +$875K 0.02% 571
2020
Q3 		$476K Buy
11,997
+3,832
+47% +$142K 0.01% 894
2020
Q2 		$258K Buy
+8,165
New +$215K ﹤0.01% 1073

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

AE Wealth Management's ARKF Position: Q1 2026 in Review

AE Wealth Management reduced its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 0.93% in Q1 2026, selling an estimated $1.98K and leaving 5,006 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

AE Wealth Management first reported a position in ARKF in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.8M in Q2 2021. 184 funds tracked by Wall St. Rank hold ARKF as of Q1 2026.

  • AE Wealth Management held 5,006 shares of ARK Blockchain & Fintech Innovation ETF worth $190K as of Q1 2026.
  • AE Wealth Management sold 47 ARK Blockchain & Fintech Innovation ETF shares in Q1 2026, an estimated $1.98K.
  • ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1616 holding.
  • AE Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2020 and has held it in 21 quarters since.
  • AE Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $2.8M in Q2 2021.
  • 184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.