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Carolinas Wealth Consulting’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Carolinas Wealth Consulting’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,862
Closed -$182K – 1019
2024
Q4 		$182K Hold
5,862
– – 0.04% 190
2024
Q3 		$124K Hold
5,862
– – 0.02% 228
2024
Q2 		$117K Hold
5,862
– – 0.02% 234
2024
Q1 		$139K Buy
+5,862
New +$107K 0.03% 220

Other funds holding ARKB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return

Carolinas Wealth Consulting's ARKB Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of ARK 21Shares Bitcoin ETF (ARKB) in Q1 2025, closing a stake of 5,862 shares — an estimated $182K sold.

Carolinas Wealth Consulting first reported a position in ARKB in Q1 2024 and held it in 4 quarters. The position peaked at $182K in Q4 2024. 148 funds tracked by Wall St. Rank hold ARKB as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining ARK 21Shares Bitcoin ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,862 ARK 21Shares Bitcoin ETF shares in Q1 2025, an estimated $182K.
  • Carolinas Wealth Consulting first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's ARK 21Shares Bitcoin ETF position peaked at $182K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.