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

Plotkin 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
2022 Q1	–	Sell	-20,234	Closed	-$827K	–	84
2021 Q4	$827K	Sell	20,234 -14,410	-42%	-$694K	0.52%	33
2021 Q3	$1.71M	Sell	34,644 -2,356	-6%	-$123K	1.02%	25
2021 Q2	$2M	Sell	37,000 -79,794	-68%	-$4.08M	1.11%	25
2021 Q1	$5.97M	Buy	116,794 +5,719	+5%	+$312K	3.65%	10
2020 Q4	$5.52M	Buy	111,075 +103,357	+1,339%	+$4.66M	3.65%	12
2020 Q3	$306K	Buy	+7,718	New	+$286K	0.34%	48

Other funds holding ARKF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Plotkin Financial Advisors's ARKF Position: Q1 2022 in Review

Plotkin Financial Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2022, closing a stake of 20,234 shares — an estimated $827K sold.

Plotkin Financial Advisors first reported a position in ARKF in Q3 2020 and held it in 6 quarters. The position peaked at $5.97M in Q1 2021. 252 funds tracked by Wall St. Rank hold ARKF as of Q1 2022.

Plotkin Financial Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 20,234 ARK Blockchain & Fintech Innovation ETF shares in Q1 2022, an estimated $827K.
Plotkin Financial Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2020 and held it in 6 quarters.
Plotkin Financial Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $5.97M in Q1 2021.
252 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2022.

Based on Plotkin Financial Advisors's 13F filing for Q1 2022, filed 15 Nov 2024.