Halbert Hargrove Global Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Halbert Hargrove Global Advisors’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	$140K	Hold	3,688	–	–	0.01%	119
2025 Q4	$176K	Hold	3,688	–	–	0.01%	105
2025 Q3	$209K	Hold	3,688	–	–	0.01%	101
2025 Q2	$185K	Hold	3,688	–	–	0.01%	89
2025 Q1	$123K	Sell	3,688 -5,237	-59%	-$202K	0.01%	104
2024 Q4	$331K	Sell	8,925 -202	-2%	-$7.16K	0.02%	71
2024 Q3	$272K	Sell	9,127 -219	-2%	-$6.11K	0.01%	77
2024 Q2	$260K	Sell	9,346 -250	-3%	-$6.96K	0.02%	79
2024 Q1	$291K	Hold	9,596	–	–	0.02%	83
2023 Q4	$265K	Sell	9,596 -561	-6%	-$12.4K	0.02%	82
2023 Q3	$197K	Buy	10,157 +18	+0.2%	+$383	0.01%	94
2023 Q2	$212K	Sell	10,139 -14	-0.1%	-$266	0.02%	89
2023 Q1	$191K	Buy	+10,153	New	+$179K	0.01%	163

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 $2.05B AUM 22.27% 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