AE Wealth Management
ARKF icon

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
Q2 		$140K Sell
3,537
-1,469
-29% -$59.8K ﹤0.01% 1824
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 $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 40.89% 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 $260M AUM 10.89% 1-Year Est. Return
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
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AE Wealth Management's ARKF Position: Q2 2026 in Review

AE Wealth Management reduced its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 29% in Q2 2026, selling an estimated $59.8K and leaving 3,537 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

AE Wealth Management first reported a position in ARKF in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.8M in Q2 2021. 185 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

  • AE Wealth Management held 3,537 shares of ARK Blockchain & Fintech Innovation ETF worth $140K as of Q2 2026.
  • AE Wealth Management sold 1,469 ARK Blockchain & Fintech Innovation ETF shares in Q2 2026, an estimated $59.8K.
  • ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1824 holding.
  • AE Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2020 and has held it in 22 quarters since.
  • AE Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $2.8M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.