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Beta Wealth Group’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Beta Wealth Group’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
-39,327
Closed -$1.46M – 108
2024
Q4 		$1.46M Buy
39,327
+1,635
+4% +$57.9K 0.64% 38
2024
Q3 		$1.12M Buy
37,692
+4,539
+14% +$127K 0.51% 40
2024
Q2 		$924K Buy
+33,153
New +$923K 0.44% 42

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 $1.49B AUM 22.27% 1-Year Est. Return

Beta Wealth Group's ARKF Position: Q1 2025 in Review

Beta Wealth Group sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2025, closing a stake of 39,327 shares — an estimated $1.46M sold.

Beta Wealth Group first reported a position in ARKF in Q2 2024 and held it in 3 quarters. The position peaked at $1.46M in Q4 2024. 175 funds tracked by Wall St. Rank hold ARKF as of Q1 2025.

  • Beta Wealth Group reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 39,327 ARK Blockchain & Fintech Innovation ETF shares in Q1 2025, an estimated $1.46M.
  • Beta Wealth Group first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2024 and held it in 3 quarters.
  • Beta Wealth Group's ARK Blockchain & Fintech Innovation ETF position peaked at $1.46M in Q4 2024.
  • 175 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.