Avondale Wealth Management’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Avondale Wealth Management’s Portfolio ARKB Stock Details ARKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,074	Closed	-$204K	–	68
2026 Q1	$204K	Sell	9,074 -45	-0.5%	-$1.14K	0.1%	68
2025 Q4	$265K	Hold	9,119	–	–	0.14%	53
2025 Q3	$347K	Hold	9,119	–	–	0.18%	46
2025 Q2	$326K	Sell	9,119 -1	-0%	-$33	0.18%	48
2025 Q1	$250K	Buy	9,120 +30	+0.3%	+$929	0.16%	48
2024 Q4	$283K	Hold	9,090	–	–	0.18%	44
2024 Q3	$192K	Buy	9,090 +36	+0.4%	+$731	0.13%	47
2024 Q2	$181K	Buy	+9,054	New	+$198K	0.12%	50

Other funds holding ARKB

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM