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 Q2	$17K	Hold	432	–	–	﹤0.01%	535
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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFPI

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Blue Bell Private Wealth Management's ARKF Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its ARK Blockchain & Fintech Innovation ETF (ARKF) position steady in Q2 2026 at 432 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Blue Bell Private Wealth Management first reported a position in ARKF in Q4 2021 and has held it in 17 quarters since. 184 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

Blue Bell Private Wealth Management held 432 shares of ARK Blockchain & Fintech Innovation ETF worth $17K as of Q2 2026.
Blue Bell Private Wealth Management left its ARK Blockchain & Fintech Innovation ETF share count unchanged in Q2 2026.
ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #535 holding.
Blue Bell Private Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2021 and has held it in 17 quarters since.
184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.