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Optivise Advisory Services’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Optivise Advisory Services’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
2025
Q3 		– Sell
-10,519
Closed -$376K – 199
2025
Q2 		$376K Sell
10,519
-1,556
-13% -$51K 0.19% 115
2025
Q1 		$331K Sell
12,075
-5,877
-33% -$182K 0.19% 116
2024
Q4 		$558K Buy
+17,952
New +$496K 0.3% 79
2024
Q3 		– Sell
-11,979
Closed -$240K – 166
2024
Q2 		$240K Buy
+11,979
New +$262K 0.13% 149

Other funds holding ARKB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Optivise Advisory Services's ARKB Position: Q3 2025 in Review

Optivise Advisory Services sold out of ARK 21Shares Bitcoin ETF (ARKB) in Q3 2025, closing a stake of 10,519 shares — an estimated $376K sold.

Optivise Advisory Services first reported a position in ARKB in Q2 2024 and held it in 4 quarters. The position peaked at $558K in Q4 2024. 173 funds tracked by Wall St. Rank hold ARKB as of Q3 2025.

  • Optivise Advisory Services reported no remaining ARK 21Shares Bitcoin ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 10,519 ARK 21Shares Bitcoin ETF shares in Q3 2025, an estimated $376K.
  • Optivise Advisory Services first reported a position in ARK 21Shares Bitcoin ETF in Q2 2024 and held it in 4 quarters.
  • Optivise Advisory Services's ARK 21Shares Bitcoin ETF position peaked at $558K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.