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

Milestone Wealth’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
2022
Q3 		$7K Hold
455
– – 0.01% 182
2022
Q2 		$7K Buy
+455
New +$9.21K 0.01% 183

Other funds holding ARKF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Milestone Wealth's ARKF Position: Q3 2022 in Review

Milestone Wealth held its ARK Blockchain & Fintech Innovation ETF (ARKF) position steady in Q3 2022 at 455 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #182.

Milestone Wealth first reported a position in ARKF in Q2 2022 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold ARKF as of Q3 2022.

  • Milestone Wealth held 455 shares of ARK Blockchain & Fintech Innovation ETF worth $7K as of Q3 2022.
  • Milestone Wealth left its ARK Blockchain & Fintech Innovation ETF share count unchanged in Q3 2022.
  • ARK Blockchain & Fintech Innovation ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #182 holding.
  • Milestone Wealth first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2022 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.