Blue Bell Private Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Blue Bell Private 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
2026 Q1	$16.4K	Buy	432 +400	+1,250%	+$16.8K	﹤0.01%	523
2025 Q4	$1.52K	Hold	32	–	–	﹤0.01%	658
2025 Q3	$1.82K	Hold	32	–	–	﹤0.01%	650
2025 Q2	$1.61K	Hold	32	–	–	﹤0.01%	644
2025 Q1	$1.06K	Hold	32	–	–	﹤0.01%	662
2024 Q4	$1.19K	Hold	32	–	–	﹤0.01%	616
2024 Q3	$954	Hold	32	–	–	﹤0.01%	647
2024 Q2	$892	Hold	32	–	–	﹤0.01%	670
2024 Q1	$971	Hold	32	–	–	﹤0.01%	680
2023 Q4	$883	Hold	32	–	–	﹤0.01%	678
2023 Q3	$620	Hold	32	–	–	﹤0.01%	652
2023 Q2	$669	Hold	32	–	–	﹤0.01%	663
2023 Q1	$602	Buy	+32	New	+$564	﹤0.01%	643
2022 Q3	–	Sell	-32	Closed	–	–	744
2022 Q2	$0	Hold	32	–	–	﹤0.01%	794
2022 Q1	$1K	Buy	32 +13	+68%	+$400	﹤0.01%	749
2021 Q4	$1K	Buy	+19	New	+$916	﹤0.01%	746

Other funds holding ARKF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return