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Highland Financial Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Highland Financial 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
2023
Q1 		– Sell
-16,919
Closed -$241K – 45
2022
Q4 		$241K Buy
+16,919
New +$262K 0.14% 44

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Highland Financial Advisors's ARKF Position: Q1 2023 in Review

Highland Financial Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2023, closing a stake of 16,919 shares — an estimated $241K sold.

Highland Financial Advisors first reported a position in ARKF in Q4 2022 and held it in 1 quarter. The position peaked at $241K in Q4 2022. 185 funds tracked by Wall St. Rank hold ARKF as of Q1 2023.

  • Highland Financial Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2023 after selling out during the quarter.
  • Highland Financial Advisors sold 16,919 ARK Blockchain & Fintech Innovation ETF shares in Q1 2023, an estimated $241K.
  • Highland Financial Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2022 and held it in 1 quarter.
  • Highland Financial Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $241K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2023.

Based on Highland Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.