Atwood & Palmer’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Atwood & Palmer’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
2022 Q3	–	Sell	-100	Closed	-$2K	–	370
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	376
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	412
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	405
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	378
2021 Q2	$5K	Buy	+100	New	+$5.11K	﹤0.01%	360

Other funds holding ARKF

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atwood & Palmer's ARKF Position: Q3 2022 in Review

Atwood & Palmer sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Atwood & Palmer first reported a position in ARKF in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 209 funds tracked by Wall St. Rank hold ARKF as of Q3 2022.

Atwood & Palmer reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 100 ARK Blockchain & Fintech Innovation ETF shares in Q3 2022, an estimated $2K.
Atwood & Palmer first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2021 and held it in 5 quarters.
Atwood & Palmer's ARK Blockchain & Fintech Innovation ETF position peaked at $5K in Q3 2021.
209 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.