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 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 $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