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Atria Wealth Solutions’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-10,056
Closed -$373K – 1866
2024
Q4 		$373K Sell
10,056
-25
-0.2% -$886 ﹤0.01% 1417
2024
Q3 		$301K Sell
10,081
-3,445
-25% -$96K ﹤0.01% 1516
2024
Q2 		$377K Sell
13,526
-9,556
-41% -$266K ﹤0.01% 1369
2024
Q1 		$700K Sell
23,082
-6,945
-23% -$191K 0.01% 1080
2023
Q4 		$828K Buy
30,027
+1,439
+5% +$31.7K 0.01% 950
2023
Q3 		$553K Sell
28,588
-10,858
-28% -$231K 0.01% 1086
2023
Q2 		$825K Buy
39,446
+10,163
+35% +$193K 0.01% 928
2023
Q1 		$551K Sell
29,283
-4,077
-12% -$71.9K 0.01% 1075
2022
Q4 		$476K Sell
33,360
-521
-2% -$8.07K 0.01% 1104
2022
Q3 		$521K Buy
33,881
+16,310
+93% +$290K 0.01% 998
2022
Q2 		$272K Sell
17,571
-16,659
-49% -$337K 0.01% 1263
2022
Q1 		$994K Buy
+34,230
New +$1.05M 0.02% 734

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Atria Wealth Solutions's ARKF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2025, closing a stake of 10,056 shares — an estimated $373K sold.

Atria Wealth Solutions first reported a position in ARKF in Q1 2022 and held it in 12 quarters. The position peaked at $994K in Q1 2022. 175 funds tracked by Wall St. Rank hold ARKF as of Q1 2025.

  • Atria Wealth Solutions reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,056 ARK Blockchain & Fintech Innovation ETF shares in Q1 2025, an estimated $373K.
  • Atria Wealth Solutions first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's ARK Blockchain & Fintech Innovation ETF position peaked at $994K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.