Plante Moran Financial Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-289	Closed	-$10.7K	–	797
2024 Q4	$10.7K	Hold	289	–	–	﹤0.01%	565
2024 Q3	$8.62K	Hold	289	–	–	﹤0.01%	617
2024 Q2	$8.05K	Hold	289	–	–	﹤0.01%	599
2024 Q1	$8.77K	Hold	289	–	–	﹤0.01%	624
2023 Q4	$7.97K	Sell	289 -572	-66%	-$12.6K	﹤0.01%	586
2023 Q3	$16.7K	Hold	861	–	–	﹤0.01%	459
2023 Q2	$18K	Hold	861	–	–	﹤0.01%	468
2023 Q1	$16.2K	Hold	861	–	–	﹤0.01%	487
2022 Q4	$12.3K	Hold	861	–	–	﹤0.01%	547
2022 Q3	$13K	Buy	861 +289	+51%	+$5.15K	﹤0.01%	540
2022 Q2	$9K	Buy	+572	New	+$11.6K	﹤0.01%	620
2022 Q1	–	Sell	-283	Closed	-$12K	–	807
2021 Q4	$12K	Hold	283	–	–	﹤0.01%	655
2021 Q3	$14K	Buy	+283	New	+$14.8K	﹤0.01%	628
2021 Q2	–	Sell	-100	Closed	-$5K	–	948
2021 Q1	$5K	Buy	+100	New	+$5.45K	﹤0.01%	764

Other funds holding ARKF

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

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BFF

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Plante Moran Financial Advisors's ARKF Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2025, closing a stake of 289 shares — an estimated $10.7K sold.

Plante Moran Financial Advisors first reported a position in ARKF in Q1 2021 and held it in 14 quarters. The position peaked at $18K in Q2 2023. 175 funds tracked by Wall St. Rank hold ARKF as of Q1 2025.

Plante Moran Financial Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 289 ARK Blockchain & Fintech Innovation ETF shares in Q1 2025, an estimated $10.7K.
Plante Moran Financial Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and held it in 14 quarters.
Plante Moran Financial Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $18K in Q2 2023.
175 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.