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Provence Wealth Management Group’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$30.3K Hold
1,100
– – 0.02% 244
2023
Q3 		$21.3K Buy
+1,100
New +$23.4K 0.01% 257

Other funds holding ARKF

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Provence Wealth Management Group's ARKF Position: Q4 2023 in Review

Provence Wealth Management Group held its ARK Blockchain & Fintech Innovation ETF (ARKF) position steady in Q4 2023 at 1,100 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #244.

Provence Wealth Management Group first reported a position in ARKF in Q3 2023 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold ARKF as of Q4 2023.

  • Provence Wealth Management Group held 1,100 shares of ARK Blockchain & Fintech Innovation ETF worth $30.3K as of Q4 2023.
  • Provence Wealth Management Group left its ARK Blockchain & Fintech Innovation ETF share count unchanged in Q4 2023.
  • ARK Blockchain & Fintech Innovation ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #244 holding.
  • Provence Wealth Management Group first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2023 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.