Granite Bay Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Granite Bay 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
2024 Q2	–	Sell	-13,770	Closed	-$418K	–	70
2024 Q1	$418K	Sell	13,770 -1,555,545	-99%	-$42.8M	0.24%	53
2023 Q4	$34.2M	Sell	1,569,315 -361,780	-19%	-$7.97M	0.31%	40
2023 Q3	$41.1M	Buy	1,931,095 +1,894,250	+5,141%	+$40.3M	0.4%	38
2023 Q2	$770K	Sell	36,845 -2,950	-7%	-$56K	0.72%	18
2023 Q1	$749K	Sell	39,795 -450	-1%	-$7.93K	0.52%	32
2022 Q4	$574K	Sell	40,245 -3,130	-7%	-$48.5K	0.37%	32
2022 Q3	$668K	Sell	43,375 -100	-0.2%	-$1.78K	0.54%	28
2022 Q2	$673K	Buy	43,475 +625	+1%	+$12.7K	0.52%	27
2022 Q1	$1.25M	Buy	42,850 +2,100	+5%	+$64.6K	1.01%	17
2021 Q4	$1.67M	Buy	+40,750	New	+$1.96M	1.64%	14

Other funds holding ARKF

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Cetera Investment Advisers

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return