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Fiduciary Alliance’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-197
Closed -$4.12K – 218
2023
Q2 		$4.12K Buy
+197
New +$3.74K ﹤0.01% 716
2023
Q1 		– Sell
-189
Closed -$2.7K – 186
2022
Q4 		$2.7K Buy
+189
New +$2.93K ﹤0.01% 644

Other funds holding ARKF

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fiduciary Alliance's ARKF Position: Q3 2023 in Review

Fiduciary Alliance sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2023, closing a stake of 197 shares — an estimated $4.12K sold.

Fiduciary Alliance first reported a position in ARKF in Q4 2022 and held it in 2 quarters. The position peaked at $4.12K in Q2 2023. 177 funds tracked by Wall St. Rank hold ARKF as of Q3 2023.

  • Fiduciary Alliance reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 197 ARK Blockchain & Fintech Innovation ETF shares in Q3 2023, an estimated $4.12K.
  • Fiduciary Alliance first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's ARK Blockchain & Fintech Innovation ETF position peaked at $4.12K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.