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Merit Financial Group’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Merit Financial Group’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Hold
11,666
– – ﹤0.01% 2018
2026
Q1 		$262K Buy
11,666
+428
+4% +$10.8K ﹤0.01% 1743
2025
Q4 		$326K Sell
11,238
-8,719
-44% -$290K ﹤0.01% 1509
2025
Q3 		$759K Buy
19,957
+9,343
+88% +$356K 0.01% 978
2025
Q2 		$380K Buy
10,614
+771
+8% +$25.3K ﹤0.01% 1225
2025
Q1 		$270K Buy
+9,843
New +$305K ﹤0.01% 1165

Other funds holding ARKB

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's ARKB Position: Q2 2026 in Review

Merit Financial Group held its ARK 21Shares Bitcoin ETF (ARKB) position steady in Q2 2026 at 11,666 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Merit Financial Group first reported a position in ARKB in Q1 2025 and has held it in 6 quarters since. The position peaked at $759K in Q3 2025. 14 funds tracked by Wall St. Rank hold ARKB as of Q2 2026.

  • Merit Financial Group held 11,666 shares of ARK 21Shares Bitcoin ETF worth $227K as of Q2 2026.
  • Merit Financial Group left its ARK 21Shares Bitcoin ETF share count unchanged in Q2 2026.
  • ARK 21Shares Bitcoin ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2018 holding.
  • Merit Financial Group first reported a position in ARK 21Shares Bitcoin ETF in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's ARK 21Shares Bitcoin ETF position peaked at $759K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.