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Taylor & Morgan Wealth Management’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Taylor & Morgan Wealth Management’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Hold
29,513
– – 0.28% 47
2026
Q1 		$664K Sell
29,513
-10,564
-26% -$268K 0.38% 40
2025
Q4 		$1.16M Buy
+40,077
New +$1.33M 0.65% 25

Other funds holding ARKB

ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Taylor & Morgan Wealth Management's ARKB Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its ARK 21Shares Bitcoin ETF (ARKB) position steady in Q2 2026 at 29,513 shares worth $574K. The position accounts for 0.28% of the portfolio, ranked #47.

Taylor & Morgan Wealth Management first reported a position in ARKB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 40 funds tracked by Wall St. Rank hold ARKB as of Q2 2026.

  • Taylor & Morgan Wealth Management held 29,513 shares of ARK 21Shares Bitcoin ETF worth $574K as of Q2 2026.
  • Taylor & Morgan Wealth Management left its ARK 21Shares Bitcoin ETF share count unchanged in Q2 2026.
  • ARK 21Shares Bitcoin ETF made up 0.28% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Taylor & Morgan Wealth Management first reported a position in ARK 21Shares Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Taylor & Morgan Wealth Management's ARK 21Shares Bitcoin ETF position peaked at $1.16M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.