Carson Wealth (CWM LLC)
ARKF icon

Carson Wealth (CWM LLC)’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.44M Buy
64,114
+6,624
+12% +$278K 0.01% 1120
2025
Q4 		$2.74M Buy
57,490
+676
+1% +$35.3K 0.01% 1023
2025
Q3 		$3.23M Buy
56,814
+5,590
+11% +$300K 0.01% 890
2025
Q2 		$2.57M Buy
51,224
+1,357
+3% +$53.4K 0.01% 857
2025
Q1 		$1.66M Buy
49,867
+5,879
+13% +$227K 0.01% 894
2024
Q4 		$1.63M Buy
43,988
+6,677
+18% +$237K 0.01% 862
2024
Q3 		$1.11M Sell
37,311
-7,811
-17% -$218K ﹤0.01% 964
2024
Q2 		$1.26M Buy
45,122
+845
+2% +$23.5K 0.01% 793
2024
Q1 		$1.34M Sell
44,277
-10,381
-19% -$286K 0.01% 741
2023
Q4 		$1.51M Sell
54,658
-10,723
-16% -$236K 0.01% 649
2023
Q3 		$1.27M Buy
65,381
+10,967
+20% +$233K 0.01% 657
2023
Q2 		$1.14M Buy
54,414
+15,119
+38% +$287K 0.01% 673
2023
Q1 		$739K Buy
39,295
+9,434
+32% +$166K 0.01% 759
2022
Q4 		$426K Buy
29,861
+8,989
+43% +$139K ﹤0.01% 864
2022
Q3 		$321K Buy
20,872
+996
+5% +$17.7K ﹤0.01% 889
2022
Q2 		$308K Buy
19,876
+2,596
+15% +$52.6K ﹤0.01% 880
2022
Q1 		$502K Buy
17,280
+166
+1% +$5.11K ﹤0.01% 730
2021
Q4 		$699K Buy
+17,114
New +$825K ﹤0.01% 648
2021
Q2 		$1.22M Hold
22,484
– – 0.01% 532
2021
Q1 		$1.22M Hold
22,484
– – 0.01% 532
2020
Q4 		$1.22M Hold
22,484
– – 0.01% 532
2020
Q3 		$1.22M Hold
22,484
– – 0.01% 532
2020
Q2 		$1.22M Hold
22,484
– – 0.01% 532
2020
Q1 		$1.22M Hold
22,484
– – 0.01% 532
2019
Q4 		$1.22M Hold
22,484
– – 0.01% 532
2019
Q3 		$1.22M Hold
22,484
– – 0.01% 532
2019
Q2 		$1.22M Hold
22,484
– – 0.01% 532
2019
Q1 		$1.22M Buy
+22,484
New +$471K 0.01% 532

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARKF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 12% in Q1 2026, buying an estimated $278K and bringing the position to 64,114 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1120.

Carson Wealth (CWM LLC) first reported a position in ARKF in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.23M in Q3 2025. 185 funds tracked by Wall St. Rank hold ARKF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 64,114 shares of ARK Blockchain & Fintech Innovation ETF worth $2.44M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,624 ARK Blockchain & Fintech Innovation ETF shares in Q1 2026, an estimated $278K.
  • ARK Blockchain & Fintech Innovation ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1120 holding.
  • Carson Wealth (CWM LLC) first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s ARK Blockchain & Fintech Innovation ETF position peaked at $3.23M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.