Integrated Wealth Concepts
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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
Q2 		$256K Sell
6,485
-1,039
-14% -$42.3K ﹤0.01% 2075
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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Integrated Wealth Concepts's ARKF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 14% in Q2 2026, selling an estimated $42.3K and leaving 6,485 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Integrated Wealth Concepts first reported a position in ARKF in Q1 2021 and has held it in 15 quarters since. The position peaked at $431K in Q3 2025. 185 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

  • Integrated Wealth Concepts held 6,485 shares of ARK Blockchain & Fintech Innovation ETF worth $256K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,039 ARK Blockchain & Fintech Innovation ETF shares in Q2 2026, an estimated $42.3K.
  • ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2075 holding.
  • Integrated Wealth Concepts first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's ARK Blockchain & Fintech Innovation ETF position peaked at $431K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.