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

Axxcess 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 Q1	$1.07M	Buy	47,391 +24,425	+106%	+$619K	0.03%	234
2025 Q4	$667K	Sell	22,966 -225	-1%	-$7.48K	0.01%	611
2025 Q3	$882K	Sell	23,191 -3,022	-12%	-$115K	0.02%	477
2025 Q2	$938K	Sell	26,213 -3,823	-13%	-$125K	0.02%	442
2025 Q1	$823K	Sell	30,036 -1,296	-4%	-$40.1K	0.02%	441
2024 Q4	$974K	Sell	31,332 -58,671	-65%	-$1.62M	0.02%	407
2024 Q3	$1.9M	Sell	90,003 -48	-0.1%	-$975	0.05%	276
2024 Q2	$1.8M	Buy	90,051 +2,829	+3%	+$61.8K	0.05%	275
2024 Q1	$2.06M	Buy	+87,222	New	+$1.59M	0.06%	243

Other funds holding ARKB

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

ISS

Intesa Sanpaolo SpA. Turin, Italy $1.69B AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Axxcess Wealth Management's ARKB Position: Q1 2026 in Review

Axxcess Wealth Management increased its ARK 21Shares Bitcoin ETF (ARKB) stake by 106% in Q1 2026, buying an estimated $619K and bringing the position to 47,391 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #234.

Axxcess Wealth Management first reported a position in ARKB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.06M in Q1 2024. 146 funds tracked by Wall St. Rank hold ARKB as of Q1 2026.

Axxcess Wealth Management held 47,391 shares of ARK 21Shares Bitcoin ETF worth $1.07M as of Q1 2026.
Axxcess Wealth Management bought 24,425 ARK 21Shares Bitcoin ETF shares in Q1 2026, an estimated $619K.
ARK 21Shares Bitcoin ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q1 2026, its #234 holding.
Axxcess Wealth Management first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and has held it in 9 quarters since.
Axxcess Wealth Management's ARK 21Shares Bitcoin ETF position peaked at $2.06M in Q1 2024.
146 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.