Elevated Capital Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Elevated Capital 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	$23.7K	Hold	623	–	–	0.01%	395
2025 Q4	$29.7K	Buy	+623	New	+$32.5K	0.01%	375
2024 Q1	–	Sell	-16,238	Closed	-$448K	–	177
2023 Q4	$448K	Sell	16,238 -1,207	-7%	-$26.6K	0.14%	136
2023 Q3	$338K	Buy	17,445 +669	+4%	+$14.2K	0.12%	145
2023 Q2	$351K	Buy	+16,776	New	+$319K	0.12%	152
2022 Q4	–	Sell	-14,596	Closed	-$225K	–	156
2022 Q3	$225K	Buy	+14,596	New	+$260K	0.09%	142
2022 Q1	$457K	Buy	+15,748	New	+$484K	0.15%	141
2021 Q3	$662K	Buy	+13,417	New	+$701K	0.23%	122
2021 Q1	$364K	Buy	7,025 +747	+12%	+$40.7K	0.14%	136
2020 Q4	$312K	Buy	6,278 +794	+14%	+$35.8K	0.14%	150
2020 Q3	$230K	Buy	+5,484	New	+$204K	0.11%	155

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