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KFG Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

KFG Wealth 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
2024
Q2 		– Sell
-146,139
Closed -$4.43M – 158
2024
Q1 		$4.43M Sell
146,139
-12,467
-8% -$343K 1.82% 14
2023
Q4 		$4.37M Buy
+158,606
New +$3.49M 2% 14

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFG Wealth Management's ARKF Position: Q2 2024 in Review

KFG Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q2 2024, closing a stake of 146,139 shares — an estimated $4.43M sold.

KFG Wealth Management first reported a position in ARKF in Q4 2023 and held it in 2 quarters. The position peaked at $4.43M in Q1 2024. 176 funds tracked by Wall St. Rank hold ARKF as of Q2 2024.

  • KFG Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • KFG Wealth Management sold 146,139 ARK Blockchain & Fintech Innovation ETF shares in Q2 2024, an estimated $4.43M.
  • KFG Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2023 and held it in 2 quarters.
  • KFG Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $4.43M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2024.

Based on KFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.