Concurrent Investment Advisors’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Concurrent Investment Advisors’s Portfolio ARKB Stock Details ARKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Sell	19,407 -4,840	-20%	-$115K	﹤0.01%	1559
2026 Q1	$545K	Sell	24,247 -100,353	-81%	-$2.54M	0.01%	1169
2025 Q4	$3.62M	Sell	124,600 -762	-0.6%	-$25.3K	0.04%	409
2025 Q3	$4.77M	Sell	125,362 -2,217	-2%	-$84.4K	0.08%	251
2025 Q2	$4.57M	Sell	127,579 -20,846	-14%	-$683K	0.09%	240
2025 Q1	$4.07M	Buy	148,425 +120,381	+429%	+$3.73M	0.1%	224
2024 Q4	$872K	Sell	28,044 -384	-1%	-$10.6K	0.02%	526
2024 Q3	$601K	Buy	28,428 +8,085	+40%	+$164K	0.02%	582
2024 Q2	$407K	Buy	20,343 +261	+1%	+$5.7K	0.01%	653
2024 Q1	$475K	Buy	+20,082	New	+$366K	0.02%	564

Other funds holding ARKB

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Concurrent Investment Advisors's ARKB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its ARK 21Shares Bitcoin ETF (ARKB) stake by 20% in Q2 2026, selling an estimated $115K and leaving 19,407 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Concurrent Investment Advisors first reported a position in ARKB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.77M in Q3 2025. 31 funds tracked by Wall St. Rank hold ARKB as of Q2 2026.

Concurrent Investment Advisors held 19,407 shares of ARK 21Shares Bitcoin ETF worth $378K as of Q2 2026.
Concurrent Investment Advisors sold 4,840 ARK 21Shares Bitcoin ETF shares in Q2 2026, an estimated $115K.
ARK 21Shares Bitcoin ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1559 holding.
Concurrent Investment Advisors first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's ARK 21Shares Bitcoin ETF position peaked at $4.77M in Q3 2025.
31 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.