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 Q2	$1.54K	Buy	+39	New	+$1.59K	﹤0.01%	755
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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Concord Wealth Partners's ARKF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in ARK Blockchain & Fintech Innovation ETF (ARKF) in Q2 2026: 39 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ARKF as recently as Q4 2025.

Concord Wealth Partners first reported a position in ARKF in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.21K in Q3 2025. 185 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

Concord Wealth Partners held 39 shares of ARK Blockchain & Fintech Innovation ETF worth $1.54K as of Q2 2026.
ARK Blockchain & Fintech Innovation ETF was a new Concord Wealth Partners position in Q2 2026.
ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #755 holding.
Concord Wealth Partners first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2022 and has held it in 10 quarters since.
Concord Wealth Partners's ARK Blockchain & Fintech Innovation ETF position peaked at $2.21K in Q3 2025.
185 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.