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Center for Financial Planning’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Center for Financial Planning’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
2024
Q3 		– Sell
-100
Closed -$2.79K – 584
2024
Q2 		$2.79K Hold
100
– – ﹤0.01% 485
2024
Q1 		$3.03K Buy
+100
New +$2.75K ﹤0.01% 499

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Center for Financial Planning's ARKF Position: Q3 2024 in Review

Center for Financial Planning sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2024, closing a stake of 100 shares — an estimated $2.79K sold.

Center for Financial Planning first reported a position in ARKF in Q1 2024 and held it in 2 quarters. The position peaked at $3.03K in Q1 2024. 167 funds tracked by Wall St. Rank hold ARKF as of Q3 2024.

  • Center for Financial Planning reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 100 ARK Blockchain & Fintech Innovation ETF shares in Q3 2024, an estimated $2.79K.
  • Center for Financial Planning first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2024 and held it in 2 quarters.
  • Center for Financial Planning's ARK Blockchain & Fintech Innovation ETF position peaked at $3.03K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.