Capital Advisory Group Advisory Services’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q3	–	Sell	-300	Closed	-$5K	–	142
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	190
2022 Q1	$9K	Buy	+300	New	+$9.23K	﹤0.01%	376

Other funds holding ARKF

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Advisory Group Advisory Services's ARKF Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2022, closing a stake of 300 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in ARKF in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 209 funds tracked by Wall St. Rank hold ARKF as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 300 ARK Blockchain & Fintech Innovation ETF shares in Q3 2022, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2022 and held it in 2 quarters.
Capital Advisory Group Advisory Services's ARK Blockchain & Fintech Innovation ETF position peaked at $9K in Q1 2022.
209 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.