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

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-400	Closed	-$20K	–	134
2021 Q3	$20K	Hold	400	–	–	0.01%	263
2021 Q2	$21K	Hold	400	–	–	0.02%	252
2021 Q1	$21K	Hold	400	–	–	0.02%	252
2020 Q4	$20K	Buy	+400	New	+$18K	0.02%	253

Other funds holding ARKF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Phoenix Wealth Advisors's ARKF Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q4 2021, closing a stake of 400 shares — an estimated $20K sold.

Phoenix Wealth Advisors first reported a position in ARKF in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q2 2021. 295 funds tracked by Wall St. Rank hold ARKF as of Q4 2021.

Phoenix Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 400 ARK Blockchain & Fintech Innovation ETF shares in Q4 2021, an estimated $20K.
Phoenix Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $21K in Q2 2021.
295 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.