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

Mascoma 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
2023
Q2 		– Sell
-300
Closed -$5.29K – 489
2023
Q1 		$5.29K Hold
300
– – ﹤0.01% 475
2022
Q4 		$4.28K Hold
300
– – ﹤0.01% 504
2022
Q3 		$5K Buy
+300
New +$5.34K ﹤0.01% 467

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Mascoma Wealth Management's ARKF Position: Q2 2023 in Review

Mascoma Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q2 2023, closing a stake of 300 shares — an estimated $5.29K sold.

Mascoma Wealth Management first reported a position in ARKF in Q3 2022 and held it in 3 quarters. The position peaked at $5.29K in Q1 2023. 188 funds tracked by Wall St. Rank hold ARKF as of Q2 2023.

  • Mascoma Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 300 ARK Blockchain & Fintech Innovation ETF shares in Q2 2023, an estimated $5.29K.
  • Mascoma Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2022 and held it in 3 quarters.
  • Mascoma Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $5.29K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.