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Steward Financial Group’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Steward Financial 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
Q1 		– Sell
-250
Closed -$3K – 714
2022
Q4 		$3K Buy
+250
New +$3.87K ﹤0.01% 243
2022
Q3 		– Sell
-250
Closed -$3K – 136
2022
Q2 		$3K Hold
250
– – ﹤0.01% 417
2022
Q1 		$7K Hold
250
– – 0.01% 221
2021
Q4 		$10K Buy
+250
New +$12K 0.01% 156

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Steward Financial Group's ARKF Position: Q1 2023 in Review

Steward Financial Group sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2023, closing a stake of 250 shares — an estimated $3K sold.

Steward Financial Group first reported a position in ARKF in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 186 funds tracked by Wall St. Rank hold ARKF as of Q1 2023.

  • Steward Financial Group reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 250 ARK Blockchain & Fintech Innovation ETF shares in Q1 2023, an estimated $3K.
  • Steward Financial Group first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's ARK Blockchain & Fintech Innovation ETF position peaked at $10K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.