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

MGB 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
2025
Q4 		$167K Buy
3,502
+1,502
+75% +$78.4K 0.05% 235
2025
Q3 		$114K Buy
+2,000
New +$107K 0.03% 241
2025
Q2 		– Sell
-3,450
Closed -$115K – 306
2025
Q1 		$115K Buy
+3,450
New +$133K 0.04% 226

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

MGB Wealth Management's ARKF Position: Q4 2025 in Review

MGB Wealth Management increased its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 75% in Q4 2025, buying an estimated $78.4K and bringing the position to 3,502 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #235.

MGB Wealth Management first reported a position in ARKF in Q1 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold ARKF as of Q4 2025.

  • MGB Wealth Management held 3,502 shares of ARK Blockchain & Fintech Innovation ETF worth $167K as of Q4 2025.
  • MGB Wealth Management bought 1,502 ARK Blockchain & Fintech Innovation ETF shares in Q4 2025, an estimated $78.4K.
  • ARK Blockchain & Fintech Innovation ETF made up 0.05% of MGB Wealth Management's portfolio in Q4 2025, its #235 holding.
  • MGB Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.