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 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 $12.9B AUM 64.92% 1-Year Est. Return

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

Intesa Sanpaolo SpA. Turin, Italy $1.69B AUM

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return