Arkadios Wealth Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Arkadios Wealth Advisors’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	$577K	Sell	15,179 -8	-0.1%	-$336	0.01%	1043
2025 Q4	$723K	Sell	15,187 -141	-0.9%	-$7.36K	0.01%	843
2025 Q3	$871K	Sell	15,328 -1,758	-10%	-$94.5K	0.02%	694
2025 Q2	$858K	Sell	17,086 -24	-0.1%	-$945	0.03%	626
2025 Q1	$569K	Buy	+17,110	New	+$660K	0.02%	661
2021 Q4	–	Sell	-100	Closed	-$4K	–	647
2021 Q3	$4K	Sell	100 -38	-28%	-$1.99K	﹤0.01%	1629
2021 Q2	$7K	Buy	138 +38	+38%	+$1.94K	﹤0.01%	1615
2021 Q1	$5K	Buy	+100	New	+$5.45K	﹤0.01%	1344

Other funds holding ARKF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return