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Capital Planning Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Capital Planning Advisors’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 		– Sell
-4,606
Closed -$219K – 150
2025
Q4 		$219K Hold
4,606
– – 0.03% 154
2025
Q3 		$262K Hold
4,606
– – 0.04% 133
2025
Q2 		$231K Buy
+4,606
New +$181K 0.03% 129
2022
Q2 		– Sell
-11,593
Closed -$337K – 137
2022
Q1 		$337K Sell
11,593
-230,437
-95% -$7.09M 0.07% 120
2021
Q4 		$9.89M Sell
242,030
-1,481
-0.6% -$71.4K 1.88% 13
2021
Q3 		$12M Buy
243,511
+2,838
+1% +$148K 2.49% 10
2021
Q2 		$13M Buy
240,673
+3,128
+1% +$160K 2.67% 9
2021
Q1 		$12.1M Buy
237,545
+9,456
+4% +$515K 2.72% 8
2020
Q4 		$11.3M Buy
228,089
+7,885
+4% +$356K 2.79% 8
2020
Q3 		$8.73M Buy
+220,204
New +$8.17M 2.39% 11

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
MFPI
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

Capital Planning Advisors's ARKF Position: Q1 2026 in Review

Capital Planning Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2026, closing a stake of 4,606 shares — an estimated $219K sold.

Capital Planning Advisors first reported a position in ARKF in Q3 2020 and held it in 10 quarters. The position peaked at $13M in Q2 2021. 184 funds tracked by Wall St. Rank hold ARKF as of Q1 2026.

  • Capital Planning Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 4,606 ARK Blockchain & Fintech Innovation ETF shares in Q1 2026, an estimated $219K.
  • Capital Planning Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2020 and held it in 10 quarters.
  • Capital Planning Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $13M in Q2 2021.
  • 184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.