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

National Wealth Management Group’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
Q1 		– Sell
-7,658
Closed -$313K – 112
2021
Q4 		$313K Buy
+7,658
New +$369K 0.29% 84

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LPL Financial
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Jane Street
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CCA
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

National Wealth Management Group's ARKF Position: Q1 2022 in Review

National Wealth Management Group sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2022, closing a stake of 7,658 shares — an estimated $313K sold.

National Wealth Management Group first reported a position in ARKF in Q4 2021 and held it in 1 quarter. The position peaked at $313K in Q4 2021. 252 funds tracked by Wall St. Rank hold ARKF as of Q1 2022.

  • National Wealth Management Group reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • National Wealth Management Group sold 7,658 ARK Blockchain & Fintech Innovation ETF shares in Q1 2022, an estimated $313K.
  • National Wealth Management Group first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2021 and held it in 1 quarter.
  • National Wealth Management Group's ARK Blockchain & Fintech Innovation ETF position peaked at $313K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.