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Larry Mathis Financial Planning’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-20,371
Closed -$970K – 158
2025
Q4 		$970K Buy
+20,371
New +$1.06M 0.86% 30

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Larry Mathis Financial Planning's ARKF Position: Q1 2026 in Review

Larry Mathis Financial Planning sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2026, closing a stake of 20,371 shares — an estimated $970K sold.

Larry Mathis Financial Planning first reported a position in ARKF in Q4 2025 and held it in 1 quarter. The position peaked at $970K in Q4 2025. 186 funds tracked by Wall St. Rank hold ARKF as of Q1 2026.

  • Larry Mathis Financial Planning reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 20,371 ARK Blockchain & Fintech Innovation ETF shares in Q1 2026, an estimated $970K.
  • Larry Mathis Financial Planning first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2025 and held it in 1 quarter.
  • Larry Mathis Financial Planning's ARK Blockchain & Fintech Innovation ETF position peaked at $970K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.