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

SOA 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
2025 Q3	–	Sell	-349	Closed	-$17.5K	–	896
2025 Q2	$17.5K	Buy	+349	New	+$13.7K	﹤0.01%	523
2022 Q2	–	Sell	-15,083	Closed	-$438K	–	810
2022 Q1	$438K	Sell	15,083 -15,559	-51%	-$479K	0.11%	106
2021 Q4	$1.27M	Buy	30,642 +12,867	+72%	+$620K	0.31%	58
2021 Q3	$877K	Buy	17,775 +282	+2%	+$14.7K	0.22%	69
2021 Q2	$946K	Buy	17,493 +8,322	+91%	+$426K	0.24%	69
2021 Q1	$468K	Sell	9,171 -11,456	-56%	-$624K	0.13%	95
2020 Q4	$1.25M	Buy	+20,627	New	+$930K	0.34%	57

Other funds holding ARKF

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CCA

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFF

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

SOA Wealth Advisors's ARKF Position: Q3 2025 in Review

SOA Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2025, closing a stake of 349 shares — an estimated $17.5K sold.

SOA Wealth Advisors first reported a position in ARKF in Q4 2020 and held it in 7 quarters. The position peaked at $1.27M in Q4 2021. 216 funds tracked by Wall St. Rank hold ARKF as of Q3 2025.

SOA Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 349 ARK Blockchain & Fintech Innovation ETF shares in Q3 2025, an estimated $17.5K.
SOA Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 7 quarters.
SOA Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $1.27M in Q4 2021.
216 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.