Guardian Wealth Advisors (North Carolina)’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-470	Closed	-$13K	–	455
2023 Q4	$13K	Hold	470	–	–	﹤0.01%	375
2023 Q3	$9.1K	Hold	470	–	–	﹤0.01%	358
2023 Q2	$9.83K	Sell	470 -167	-26%	-$3.17K	﹤0.01%	343
2023 Q1	$12K	Buy	+637	New	+$11.2K	﹤0.01%	330
2022 Q4	–	Sell	-939	Closed	-$14K	–	376
2022 Q3	$14K	Buy	939 +637	+211%	+$11.3K	﹤0.01%	278
2022 Q2	$5K	Buy	302 +300	+15,000%	+$6.08K	﹤0.01%	309
2022 Q1	$0	Hold	2	–	–	﹤0.01%	248
2021 Q4	$0	Buy	+2	New	+$96	﹤0.01%	239

Other funds holding ARKF

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

MMEA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ARKF Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2024, closing a stake of 470 shares — an estimated $13K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ARKF in Q4 2021 and held it in 8 quarters. The position peaked at $14K in Q3 2022. 196 funds tracked by Wall St. Rank hold ARKF as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 470 ARK Blockchain & Fintech Innovation ETF shares in Q1 2024, an estimated $13K.
Guardian Wealth Advisors (North Carolina) first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2021 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s ARK Blockchain & Fintech Innovation ETF position peaked at $14K in Q3 2022.
196 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.