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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-39,327	Closed	-$1.46M	–	108
2024 Q4	$1.46M	Buy	39,327 +1,635	+4%	+$60.6K	0.64%	38
2024 Q3	$1.12M	Buy	37,692 +4,539	+14%	+$135K	0.51%	40
2024 Q2	$924K	Buy	+33,153	New	+$924K	0.44%	42