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

Concurrent Investment 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
2026 Q2	–	Sell	-5,421	Closed	-$206K	–	2104
2026 Q1	$206K	Sell	5,421 -1,074	-17%	-$45.1K	﹤0.01%	1731
2025 Q4	$309K	Buy	6,495 +112	+2%	+$5.84K	﹤0.01%	1379
2025 Q3	$363K	Sell	6,383 -146	-2%	-$7.85K	0.01%	1064
2025 Q2	$328K	Buy	6,529 +62	+1%	+$2.44K	0.01%	1024
2025 Q1	$215K	Buy	+6,467	New	+$249K	0.01%	1094
2024 Q2	–	Sell	-25,467	Closed	-$772K	–	994
2024 Q1	$772K	Buy	25,467 +3,503	+16%	+$96.5K	0.03%	430
2023 Q4	$606K	Buy	+21,964	New	+$484K	0.03%	451

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 40.91% 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 $241M AUM

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

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

Concurrent Investment Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q2 2026, closing a stake of 5,421 shares — an estimated $206K sold.

Concurrent Investment Advisors first reported a position in ARKF in Q4 2023 and held it in 7 quarters. The position peaked at $772K in Q1 2024. 184 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

Concurrent Investment Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 5,421 ARK Blockchain & Fintech Innovation ETF shares in Q2 2026, an estimated $206K.
Concurrent Investment Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2023 and held it in 7 quarters.
Concurrent Investment Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $772K in Q1 2024.
184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

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