Avior Wealth Management
ARKF icon

Avior Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Avior 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
Q3 		$434K Buy
+9,524
New +$415K 0.01% 545
2025
Q1 		– Sell
-205
Closed -$7.59K – 833
2024
Q4 		$7.59K Buy
205
+20
+11% +$709 ﹤0.01% 1712
2024
Q3 		$5.52K Hold
185
– – ﹤0.01% 1744
2024
Q2 		$5.15K Hold
185
– – ﹤0.01% 1712
2024
Q1 		$5.61K Sell
185
-70
-27% -$1.93K ﹤0.01% 2047
2023
Q4 		$7.03K Hold
255
– – ﹤0.01% 1057
2023
Q3 		$4.94K Sell
255
-531
-68% -$11.3K ﹤0.01% 1193
2023
Q2 		$16.4K Sell
786
-28
-3% -$532 ﹤0.01% 962
2023
Q1 		$15.3K Buy
814
+18
+2% +$317 ﹤0.01% 990
2022
Q4 		$11.4K Buy
796
+63
+9% +$976 ﹤0.01% 833
2022
Q3 		$11K Buy
733
+34
+5% +$605 ﹤0.01% 832
2022
Q2 		$10K Hold
699
– – ﹤0.01% 767
2022
Q1 		$20K Hold
699
– – ﹤0.01% 706
2021
Q4 		$28K Buy
699
+150
+27% +$7.23K ﹤0.01% 652
2021
Q3 		$27K Buy
549
+7
+1% +$366 ﹤0.01% 620
2021
Q2 		$29K Hold
542
– – ﹤0.01% 595
2021
Q1 		$27K Buy
542
+293
+118% +$16K ﹤0.01% 595
2020
Q4 		$12K Buy
+249
New +$11.2K ﹤0.01% 678

Other funds holding ARKF

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Avior Wealth Management's ARKF Position: Q3 2026 in Review

Avior Wealth Management opened a new position in ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2026: 9,524 shares worth $434K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in ARKF as recently as Q4 2024.

Avior Wealth Management first reported a position in ARKF in Q4 2020 and has held it in 18 quarters since. 20 funds tracked by Wall St. Rank hold ARKF as of Q3 2026.

  • Avior Wealth Management held 9,524 shares of ARK Blockchain & Fintech Innovation ETF worth $434K as of Q3 2026.
  • ARK Blockchain & Fintech Innovation ETF was a new Avior Wealth Management position in Q3 2026.
  • ARK Blockchain & Fintech Innovation ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #545 holding.
  • Avior Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and has held it in 18 quarters since.
  • 20 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.