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Innovative Advisory Group, LLC’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Innovative Advisory Group, LLC’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
2026
Q1 		– Sell
-220
Closed -$10.5K – 47
2025
Q4 		$10.5K Hold
220
– – 0.01% 133
2025
Q3 		$12.5K Hold
220
– – 0.01% 126
2025
Q2 		$11.1K Hold
220
– – 0.01% 129
2025
Q1 		$7.32K Hold
220
– – 0.01% 117
2024
Q4 		$8.15K Buy
+220
New +$7.79K 0.01% 112

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Innovative Advisory Group, LLC's ARKF Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2026, closing a stake of 220 shares — an estimated $10.5K sold.

Innovative Advisory Group, LLC first reported a position in ARKF in Q4 2024 and held it in 5 quarters. The position peaked at $12.5K in Q3 2025. 187 funds tracked by Wall St. Rank hold ARKF as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 220 ARK Blockchain & Fintech Innovation ETF shares in Q1 2026, an estimated $10.5K.
  • Innovative Advisory Group, LLC first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's ARK Blockchain & Fintech Innovation ETF position peaked at $12.5K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.