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GoalVest Advisory’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

GoalVest Advisory’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
Q3 		$954K Buy
20,948
+2,702
+15% +$118K 0.17% 70
2026
Q2 		$720K Buy
+18,246
New +$743K 0.13% 75

Other funds holding ARKF

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

GoalVest Advisory's ARKF Position: Q3 2026 in Review

GoalVest Advisory increased its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 15% in Q3 2026, buying an estimated $118K and bringing the position to 20,948 shares worth $954K. The position accounts for 0.17% of the portfolio, ranked #70.

GoalVest Advisory first reported a position in ARKF in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ARKF as of Q3 2026.

  • GoalVest Advisory held 20,948 shares of ARK Blockchain & Fintech Innovation ETF worth $954K as of Q3 2026.
  • GoalVest Advisory bought 2,702 ARK Blockchain & Fintech Innovation ETF shares in Q3 2026, an estimated $118K.
  • ARK Blockchain & Fintech Innovation ETF made up 0.17% of GoalVest Advisory's portfolio in Q3 2026, its #70 holding.
  • GoalVest Advisory first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.