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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
4,822
-2,415
-33% -$121K 0.04% 151
2025
Q1
$241K Buy
+7,237
New +$241K 0.04% 131
2023
Q1
Sell
-63,707
Closed -$909K 124
2022
Q4
$909K Sell
63,707
-914
-1% -$13K 0.23% 54
2022
Q3
$995K Sell
64,621
-4,126
-6% -$63.5K 0.27% 49
2022
Q2
$1.07M Buy
68,747
+1,641
+2% +$25.5K 0.27% 51
2022
Q1
$1.96M Sell
67,106
-93,268
-58% -$2.72M 0.4% 41
2021
Q4
$6.55K Sell
160,374
-50,642
-24% -$2.07K 0.99% 20
2021
Q3
$10.4M Sell
211,016
-18,726
-8% -$924K 2.23% 15
2021
Q2
$12.4M Buy
229,742
+3,058
+1% +$165K 2.53% 13
2021
Q1
$11.6M Buy
226,684
+22,271
+11% +$1.14M 2.59% 10
2020
Q4
$10.2M Buy
+204,413
New +$10.2M 2.29% 13