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 Q2	$720K	Buy	+18,246	New	+$743K	0.13%	75

Other funds holding ARKF

Paller Financial Services Centennial, Colorado $134M AUM

Evanson Financial Mclean, Virginia $2.04B AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return