AWM
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
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

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

Avior Wealth Management's ARKF Position: Q1 2025 in Review

Avior Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2025, closing a stake of 205 shares — an estimated $7.59K sold.

Avior Wealth Management first reported a position in ARKF in Q4 2020 and held it in 17 quarters. The position peaked at $29K in Q2 2021. 175 funds tracked by Wall St. Rank hold ARKF as of Q1 2025.

  • Avior Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 205 ARK Blockchain & Fintech Innovation ETF shares in Q1 2025, an estimated $7.59K.
  • Avior Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 17 quarters.
  • Avior Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $29K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.