Concord Wealth Partners’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Concord Wealth Partners’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	–	Sell	-39	Closed	-$1.86K	–	239
2025 Q4	$1.86K	Hold	39	–	–	﹤0.01%	703
2025 Q3	$2.21K	Hold	39	–	–	﹤0.01%	706
2025 Q2	$1.96K	Hold	39	–	–	﹤0.01%	718
2025 Q1	$1.3K	Hold	39	–	–	﹤0.01%	714
2024 Q4	$1.45K	Hold	39	–	–	﹤0.01%	743
2024 Q3	$1.16K	Hold	39	–	–	﹤0.01%	810
2024 Q2	$1.09K	Hold	39	–	–	﹤0.01%	719
2024 Q1	$1.18K	Buy	+39	New	+$1.07K	﹤0.01%	784
2022 Q3	–	Sell	-118	Closed	-$2K	–	216
2022 Q2	$2K	Buy	+118	New	+$2.39K	﹤0.01%	990

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

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Cetera Investment Advisers

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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