Great Valley Advisor Group’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Great Valley Advisor Group’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	$287K	Buy	7,265 +100	+1%	+$4.07K	﹤0.01%	862
2026 Q1	$273K	Buy	7,165 +200	+3%	+$8.41K	0.01%	855
2025 Q4	$332K	Hold	6,965	–	–	0.01%	750
2025 Q3	$396K	Hold	6,965	–	–	0.01%	695
2025 Q2	$350K	Sell	6,965 -95	-1%	-$3.74K	0.01%	705
2025 Q1	$235K	Hold	7,060	–	–	0.01%	794
2024 Q4	$262K	Sell	7,060 -120	-2%	-$4.25K	0.01%	731
2024 Q3	$214K	Sell	7,180 -86	-1%	-$2.4K	0.01%	789
2024 Q2	$202K	Buy	7,266 +301	+4%	+$8.38K	0.01%	748
2024 Q1	$211K	Buy	+6,965	New	+$192K	0.01%	697
2021 Q4	–	Sell	-4,568	Closed	-$225K	–	596
2021 Q3	$225K	Buy	4,568 +38	+0.8%	+$1.99K	0.02%	528
2021 Q2	$245K	Buy	4,530 +233	+5%	+$11.9K	0.02%	492
2021 Q1	$220K	Buy	+4,297	New	+$234K	0.02%	461

Other funds holding ARKF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFPI

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Great Valley Advisor Group's ARKF Position: Q2 2026 in Review

Great Valley Advisor Group increased its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 1.4% in Q2 2026, buying an estimated $4.07K and bringing the position to 7,265 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Great Valley Advisor Group first reported a position in ARKF in Q1 2021 and has held it in 13 quarters since. The position peaked at $396K in Q3 2025. 184 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

Great Valley Advisor Group held 7,265 shares of ARK Blockchain & Fintech Innovation ETF worth $287K as of Q2 2026.
Great Valley Advisor Group bought 100 ARK Blockchain & Fintech Innovation ETF shares in Q2 2026, an estimated $4.07K.
ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #862 holding.
Great Valley Advisor Group first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and has held it in 13 quarters since.
Great Valley Advisor Group's ARK Blockchain & Fintech Innovation ETF position peaked at $396K in Q3 2025.
184 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.