Atlantic Edge Private Wealth Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio IZRL Stock Details IZRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35K	Hold	50	–	–	﹤0.01%	556
2025 Q4	$1.5K	Hold	50	–	–	﹤0.01%	539
2025 Q3	$1.46K	Buy	+50	New	+$1.39K	﹤0.01%	510

Other funds holding IZRL

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Ackerman Asset Management Rockville, Maryland $143M AUM 16.36% 1-Year Est. Return

PSP

Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IZRL Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its ARK Israel Innovative Technology ETF (IZRL) position steady in Q1 2026 at 50 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Atlantic Edge Private Wealth Management first reported a position in IZRL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.5K in Q4 2025. 51 funds tracked by Wall St. Rank hold IZRL as of Q1 2026.

Atlantic Edge Private Wealth Management held 50 shares of ARK Israel Innovative Technology ETF worth $1.35K as of Q1 2026.
Atlantic Edge Private Wealth Management left its ARK Israel Innovative Technology ETF share count unchanged in Q1 2026.
ARK Israel Innovative Technology ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #556 holding.
Atlantic Edge Private Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q3 2025 and has held it in 3 quarters since.
Atlantic Edge Private Wealth Management's ARK Israel Innovative Technology ETF position peaked at $1.5K in Q4 2025.
51 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.