EverSource Wealth Advisors’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

EverSource Wealth Advisors’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 Q2	$1.72M	Buy	88,591 +8,156	+10%	+$194K	0.06%	245
2026 Q1	$1.81M	Buy	80,435 +5,208	+7%	+$132K	0.06%	233
2025 Q4	$2.18M	Buy	75,227 +33,968	+82%	+$1.13M	0.08%	178
2025 Q3	$1.57M	Buy	41,259 +10,856	+36%	+$413K	0.06%	214
2025 Q2	$1.09M	Buy	30,403 +4,063	+15%	+$133K	0.05%	254
2025 Q1	$722K	Buy	26,340 +12,714	+93%	+$394K	0.04%	309
2024 Q4	$424K	Buy	13,626 +12,450	+1,059%	+$344K	0.02%	410
2024 Q3	$24.9K	Hold	1,176	–	–	﹤0.01%	1382
2024 Q2	$25.5K	Hold	1,176	–	–	﹤0.01%	1385
2024 Q1	$23.2K	Buy	+1,176	New	+$21.4K	﹤0.01%	1290

Other funds holding ARKB

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

EverSource Wealth Advisors's ARKB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ARK 21Shares Bitcoin ETF (ARKB) stake by 10% in Q2 2026, buying an estimated $194K and bringing the position to 88,591 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #245.

EverSource Wealth Advisors first reported a position in ARKB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.18M in Q4 2025. 124 funds tracked by Wall St. Rank hold ARKB as of Q2 2026.

EverSource Wealth Advisors held 88,591 shares of ARK 21Shares Bitcoin ETF worth $1.72M as of Q2 2026.
EverSource Wealth Advisors bought 8,156 ARK 21Shares Bitcoin ETF shares in Q2 2026, an estimated $194K.
ARK 21Shares Bitcoin ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #245 holding.
EverSource Wealth Advisors first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's ARK 21Shares Bitcoin ETF position peaked at $2.18M in Q4 2025.
124 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.