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Copia Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Copia Wealth Management’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 		$52.8K Sell
1,338
-204
-13% -$8.3K 0.03% 209
2026
Q1 		$58.6K Hold
1,542
– – 0.04% 187
2025
Q4 		$73.4K Buy
1,542
+51
+3% +$2.66K 0.05% 167
2025
Q3 		$84.7K Sell
1,491
-76
-5% -$4.08K 0.06% 148
2025
Q2 		$78.7K Buy
1,567
+8
+0.5% +$315 0.07% 134
2025
Q1 		$51.9K Buy
1,559
+388
+33% +$15K 0.05% 154
2024
Q4 		$43.4K Buy
+1,171
New +$41.5K 0.04% 156

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
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
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Copia Wealth Management's ARKF Position: Q2 2026 in Review

Copia Wealth Management reduced its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 13% in Q2 2026, selling an estimated $8.3K and leaving 1,338 shares worth $52.8K. The position accounts for 0.03% of the portfolio, ranked #209.

Copia Wealth Management first reported a position in ARKF in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.7K in Q3 2025. 184 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

  • Copia Wealth Management held 1,338 shares of ARK Blockchain & Fintech Innovation ETF worth $52.8K as of Q2 2026.
  • Copia Wealth Management sold 204 ARK Blockchain & Fintech Innovation ETF shares in Q2 2026, an estimated $8.3K.
  • ARK Blockchain & Fintech Innovation ETF made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Copia Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $84.7K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.