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Marshall & Sterling Wealth Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$1.98K Sell
50
-21
-30% -$855 ﹤0.01% 297
2026
Q1 		$2.7K Hold
71
– – ﹤0.01% 281
2025
Q4 		$3.38K Hold
71
– – ﹤0.01% 276
2025
Q3 		$4.03K Hold
71
– – ﹤0.01% 526
2025
Q2 		$3.57K Hold
71
– – ﹤0.01% 512
2025
Q1 		$2.36K Hold
71
– – ﹤0.01% 531
2024
Q4 		$2.63K Buy
+71
New +$2.52K ﹤0.01% 293

Other funds holding ARKF

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ARKF Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 30% in Q2 2026, selling an estimated $855 and leaving 50 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Marshall & Sterling Wealth Advisors first reported a position in ARKF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.03K in Q3 2025. 34 funds tracked by Wall St. Rank hold ARKF as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 50 shares of ARK Blockchain & Fintech Innovation ETF worth $1.98K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 21 ARK Blockchain & Fintech Innovation ETF shares in Q2 2026, an estimated $855.
  • ARK Blockchain & Fintech Innovation ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $4.03K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.