Institutional & Family Asset Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-40	Closed	-$2K	–	765
2021 Q4	$2K	Buy	+40	New	+$1.93K	﹤0.01%	643
2021 Q1	–	Sell	-310	Closed	-$15K	–	929
2020 Q4	$15K	Buy	+310	New	+$14K	﹤0.01%	471

Other funds holding ARKF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Institutional & Family Asset Management's ARKF Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2022, closing a stake of 40 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in ARKF in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 252 funds tracked by Wall St. Rank hold ARKF as of Q1 2022.

Institutional & Family Asset Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 40 ARK Blockchain & Fintech Innovation ETF shares in Q1 2022, an estimated $2K.
Institutional & Family Asset Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 2 quarters.
Institutional & Family Asset Management's ARK Blockchain & Fintech Innovation ETF position peaked at $15K in Q4 2020.
252 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.