IWC
ARKF icon

Integrated Wealth Concepts’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Integrated Wealth Concepts’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 		$286K Sell
7,524
-61
-0.8% -$2.56K ﹤0.01% 1891
2025
Q4 		$361K Hold
7,585
– – ﹤0.01% 1244
2025
Q3 		$431K Sell
7,585
-175
-2% -$9.41K ﹤0.01% 1441
2025
Q2 		$390K Hold
7,760
– – ﹤0.01% 1415
2025
Q1 		$258K Sell
7,760
-215
-3% -$8.29K ﹤0.01% 1488
2024
Q4 		$295K Sell
7,975
-264
-3% -$9.35K ﹤0.01% 1374
2024
Q3 		$246K Sell
8,239
-1,718
-17% -$47.9K ﹤0.01% 1461
2024
Q2 		$277K Sell
9,957
-65
-0.6% -$1.81K ﹤0.01% 1355
2024
Q1 		$304K Hold
10,022
– – ﹤0.01% 1314
2023
Q4 		$276K Sell
10,022
-115
-1% -$2.53K ﹤0.01% 1306
2023
Q3 		$196K Buy
10,137
+405
+4% +$8.62K ﹤0.01% 1421
2023
Q2 		$204K Sell
9,732
-457
-4% -$8.68K ﹤0.01% 1425
2023
Q1 		$192K Buy
+10,189
New +$180K ﹤0.01% 1226
2021
Q2 		– Sell
-4,657
Closed -$238K – 801
2021
Q1 		$238K Buy
+4,657
New +$254K 0.01% 646

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
MFPI
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return