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

Clearstead 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
2025 Q1	–	Sell	-142	Closed	-$5.26K	–	2206
2024 Q4	$5.26K	Buy	+142	New	+$5.03K	﹤0.01%	1711
2023 Q4	–	Sell	-6,722	Closed	-$130K	–	1522
2023 Q3	$130K	Buy	+6,722	New	+$143K	﹤0.01%	672
2022 Q3	–	Sell	-8,864	Closed	-$137K	–	1245
2022 Q2	$137K	Sell	8,864 -2,604	-23%	-$52.7K	0.01%	438
2022 Q1	$333K	Sell	11,468 -364	-3%	-$11.2K	0.02%	326
2021 Q4	$483K	Sell	11,832 -6,366	-35%	-$307K	0.03%	258
2021 Q3	$898K	Hold	18,198	–	–	0.07%	186
2021 Q2	$985K	Buy	18,198 +6,188	+52%	+$316K	0.08%	169
2021 Q1	$614K	Buy	+12,010	New	+$654K	0.05%	202

Other funds holding ARKF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Clearstead Advisors's ARKF Position: Q1 2025 in Review

Clearstead Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2025, closing a stake of 142 shares — an estimated $5.26K sold.

Clearstead Advisors first reported a position in ARKF in Q1 2021 and held it in 8 quarters. The position peaked at $985K in Q2 2021. 175 funds tracked by Wall St. Rank hold ARKF as of Q1 2025.

Clearstead Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2025 after selling out during the quarter.
Clearstead Advisors sold 142 ARK Blockchain & Fintech Innovation ETF shares in Q1 2025, an estimated $5.26K.
Clearstead Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and held it in 8 quarters.
Clearstead Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $985K in Q2 2021.
175 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.