Cyndeo Wealth Partners’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Cyndeo Wealth Partners’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 Q1	$13.6M	Buy	605,946 +192,174	+46%	+$4.87M	0.72%	36
2025 Q4	$12M	Buy	413,772 +17,421	+4%	+$579K	0.65%	37
2025 Q3	$15.1M	Buy	396,351 +10,800	+3%	+$411K	0.84%	31
2025 Q2	$13.8M	Buy	385,551 +7,179	+2%	+$235K	0.82%	30
2025 Q1	$10.4M	Sell	378,372 -40,413	-10%	-$1.25M	0.68%	38
2024 Q4	$13M	Buy	418,785 +55,539	+15%	+$1.53M	0.88%	27
2024 Q3	$7.69M	Buy	363,246 +20,241	+6%	+$411K	0.54%	53
2024 Q2	$6.86M	Buy	343,005 +33,087	+11%	+$723K	0.54%	50
2024 Q1	$7.33M	Buy	+309,918	New	+$5.65M	0.61%	43

Other funds holding ARKB

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Schonfeld Strategic Advisors New York $12.3B AUM 37.17% 1-Year Est. Return

Galaxy Digital New York $636M AUM

Intesa Sanpaolo SpA. Turin, Italy $1.6B AUM

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return