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 Q2	$1.11K	Hold	28	–	–	﹤0.01%	3931
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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

EverSource Wealth Advisors held its ARK Blockchain & Fintech Innovation ETF (ARKF) position steady in Q2 2026 at 28 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3931.

EverSource Wealth Advisors first reported a position in ARKF in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.3K in Q1 2024. 184 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

EverSource Wealth Advisors held 28 shares of ARK Blockchain & Fintech Innovation ETF worth $1.11K as of Q2 2026.
EverSource Wealth Advisors left its ARK Blockchain & Fintech Innovation ETF share count unchanged in Q2 2026.
ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3931 holding.
EverSource Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $13.3K in Q1 2024.
184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

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