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

Strategic Wealth Management’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
2021
Q4 		$1.65M Buy
40,450
+5,800
+17% +$280K 0.82% 45
2021
Q3 		$1.71M Buy
34,650
+4,292
+14% +$224K 0.89% 41
2021
Q2 		$1.64M Buy
30,358
+12,698
+72% +$649K 0.89% 42
2021
Q1 		$902K Buy
+17,660
New +$962K 0.54% 48

Other funds holding ARKF

Jane Street
Jane Street New York $777B AUM 61.18% 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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Wealth Management's ARKF Position: Q4 2021 in Review

Strategic Wealth Management increased its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 17% in Q4 2021, buying an estimated $280K and bringing the position to 40,450 shares worth $1.65M. The position accounts for 0.82% of the portfolio, ranked #45.

Strategic Wealth Management first reported a position in ARKF in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.71M in Q3 2021. 295 funds tracked by Wall St. Rank hold ARKF as of Q4 2021.

  • Strategic Wealth Management held 40,450 shares of ARK Blockchain & Fintech Innovation ETF worth $1.65M as of Q4 2021.
  • Strategic Wealth Management bought 5,800 ARK Blockchain & Fintech Innovation ETF shares in Q4 2021, an estimated $280K.
  • ARK Blockchain & Fintech Innovation ETF made up 0.82% of Strategic Wealth Management's portfolio in Q4 2021, its #45 holding.
  • Strategic Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and has held it in 4 quarters since.
  • Strategic Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $1.71M in Q3 2021.
  • 295 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.