Golden State Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Golden State Wealth Management’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 Q1	$2.24K	Sell	59 -500	-89%	-$21K	﹤0.01%	1333
2025 Q4	$26.6K	Buy	559 +38	+7%	+$1.98K	﹤0.01%	856
2025 Q3	$29.6K	Hold	521	–	–	﹤0.01%	815
2025 Q2	$26.2K	Sell	521 -386	-43%	-$15.2K	﹤0.01%	810
2025 Q1	$30.2K	Hold	907	–	–	﹤0.01%	703
2024 Q4	$33.6K	Buy	+907	New	+$32.1K	0.01%	652
2021 Q4	–	Sell	-4,641	Closed	-$229K	–	362
2021 Q3	$229K	Sell	4,641 -145	-3%	-$7.57K	0.05%	270
2021 Q2	$259K	Buy	+4,786	New	+$245K	0.06%	245

Other funds holding ARKF

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

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

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

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

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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