Safeguard Investment Advisory Group’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Safeguard Investment Advisory 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
2022 Q1	–	Sell	-6,271	Closed	-$256K	–	88
2021 Q4	$256K	Sell	6,271 -254	-4%	-$12.2K	0.15%	80
2021 Q3	$322K	Sell	6,525 -1,943	-23%	-$101K	0.21%	65
2021 Q2	$458K	Sell	8,468 -3,452	-29%	-$177K	0.33%	52
2021 Q1	$609K	Buy	11,920 +2,997	+34%	+$163K	0.54%	35
2020 Q4	$443K	Buy	+8,923	New	+$402K	0.39%	50

Other funds holding ARKF

Goldman Sachs New York $871B AUM 31.28% 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

Jane Street New York $777B AUM 61.18% 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

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

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

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

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Safeguard Investment Advisory Group's ARKF Position: Q1 2022 in Review

Safeguard Investment Advisory Group sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2022, closing a stake of 6,271 shares — an estimated $256K sold.

Safeguard Investment Advisory Group first reported a position in ARKF in Q4 2020 and held it in 5 quarters. The position peaked at $609K in Q1 2021. 252 funds tracked by Wall St. Rank hold ARKF as of Q1 2022.

Safeguard Investment Advisory Group reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2022 after selling out during the quarter.
Safeguard Investment Advisory Group sold 6,271 ARK Blockchain & Fintech Innovation ETF shares in Q1 2022, an estimated $256K.
Safeguard Investment Advisory Group first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 5 quarters.
Safeguard Investment Advisory Group's ARK Blockchain & Fintech Innovation ETF position peaked at $609K in Q1 2021.
252 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2022.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2022, filed 4 May 2022.