EverSource Wealth Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

EverSource Wealth 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	$1.06K	Hold	28	–	–	﹤0.01%	3840
2025 Q4	$1.33K	Hold	28	–	–	﹤0.01%	3633
2025 Q3	$1.59K	Hold	28	–	–	﹤0.01%	3590
2025 Q2	$1.41K	Hold	28	–	–	﹤0.01%	3624
2025 Q1	$931	Sell	28 -166	-86%	-$6.4K	﹤0.01%	3254
2024 Q4	$7.19K	Hold	194	–	–	﹤0.01%	2168
2024 Q3	$5.79K	Sell	194 -143	-42%	-$3.99K	﹤0.01%	2170
2024 Q2	$9.17K	Sell	337 -160	-32%	-$4.45K	﹤0.01%	1902
2024 Q1	$13.3K	Buy	497 +469	+1,675%	+$12.9K	﹤0.01%	1554
2023 Q4	$772	Hold	28	–	–	﹤0.01%	2441
2023 Q3	$542	Hold	28	–	–	﹤0.01%	2353
2023 Q2	$585	Hold	28	–	–	﹤0.01%	2319
2023 Q1	$527	Hold	28	–	–	﹤0.01%	2212
2022 Q4	$400	Hold	28	–	–	﹤0.01%	2229
2022 Q3	$0	Hold	28	–	–	﹤0.01%	1967
2022 Q2	$0	Hold	28	–	–	﹤0.01%	1709
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	1626
2021 Q4	$1K	Buy	+28	New	+$1.35K	﹤0.01%	1675

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