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

Evolution 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
2025 Q3	–	Sell	-4,822	Closed	-$242K	–	166
2025 Q2	$242K	Sell	4,822 -2,415	-33%	-$95.1K	0.04%	151
2025 Q1	$241K	Buy	+7,237	New	+$279K	0.04%	131
2023 Q1	–	Sell	-63,707	Closed	-$909K	–	124
2022 Q4	$909K	Sell	63,707 -914	-1%	-$14.2K	0.23%	54
2022 Q3	$995K	Sell	64,621 -4,126	-6%	-$73.5K	0.27%	49
2022 Q2	$1.07M	Buy	68,747 +1,641	+2%	+$33.2K	0.27%	51
2022 Q1	$1.96M	Sell	67,106 -93,268	-58%	-$2.87M	0.4%	41
2021 Q4	$6.55K	Sell	160,374 -50,642	-24%	-$2.44M	0.99%	20
2021 Q3	$10.4M	Sell	211,016 -18,726	-8%	-$978K	2.23%	15
2021 Q2	$12.4M	Buy	229,742 +3,058	+1%	+$156K	2.53%	13
2021 Q1	$11.6M	Buy	226,684 +22,271	+11%	+$1.21M	2.59%	10
2020 Q4	$10.2M	Buy	+204,413	New	+$9.22M	2.29%	13

Other funds holding ARKF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

Evolution Wealth Advisors's ARKF Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2025, closing a stake of 4,822 shares — an estimated $242K sold.

Evolution Wealth Advisors first reported a position in ARKF in Q4 2020 and held it in 11 quarters. The position peaked at $12.4M in Q2 2021. 216 funds tracked by Wall St. Rank hold ARKF as of Q3 2025.

Evolution Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 4,822 ARK Blockchain & Fintech Innovation ETF shares in Q3 2025, an estimated $242K.
Evolution Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 11 quarters.
Evolution Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $12.4M in Q2 2021.
216 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.