Carson Wealth (CWM LLC)’s ARK 21Shares Active Bitcoin Ethereum Strategy ETF ARKY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-203
Closed -$7K 5257
2024
Q4
$7K Buy
203
+19
+10% +$647 ﹤0.01% 4089
2024
Q3
$5K Buy
184
+60
+48% +$2.03K ﹤0.01% 4153
2024
Q2
$5K Buy
+124
New +$5K ﹤0.01% 3923

Carson Wealth (CWM LLC)'s ARKY Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of ARK 21Shares Active Bitcoin Ethereum Strategy ETF (ARKY) in Q1 2025, closing a stake of 203 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in ARKY in Q2 2024 and held it in 3 quarters. The position peaked at $7K in Q4 2024. 0 funds tracked by Wall St. Rank hold ARKY as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining ARK 21Shares Active Bitcoin Ethereum Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 203 ARK 21Shares Active Bitcoin Ethereum Strategy ETF shares in Q1 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in ARK 21Shares Active Bitcoin Ethereum Strategy ETF in Q2 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s ARK 21Shares Active Bitcoin Ethereum Strategy ETF position peaked at $7K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held ARK 21Shares Active Bitcoin Ethereum Strategy ETF as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.