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

Tradition 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
2024 Q1	–	Sell	-620	Closed	-$17K	–	440
2023 Q4	$17K	Buy	+620	New	+$13.7K	﹤0.01%	877
2023 Q3	–	Sell	-120	Closed	-$3K	–	1359
2023 Q2	$3K	Buy	+120	New	+$2.28K	﹤0.01%	1309
2022 Q2	–	Sell	-161	Closed	-$5K	–	1077
2022 Q1	$5K	Buy	161 +18	+13%	+$554	﹤0.01%	1019
2021 Q4	$6K	Sell	143 -100	-41%	-$4.82K	﹤0.01%	1007
2021 Q3	$12K	Buy	243 +100	+70%	+$5.22K	﹤0.01%	855
2021 Q2	$8K	Buy	+143	New	+$7.31K	﹤0.01%	979

Other funds holding ARKF

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

CCA

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Tradition Wealth Management's ARKF Position: Q1 2024 in Review

Tradition Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2024, closing a stake of 620 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in ARKF in Q2 2021 and held it in 6 quarters. The position peaked at $17K in Q4 2023. 196 funds tracked by Wall St. Rank hold ARKF as of Q1 2024.

Tradition Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 620 ARK Blockchain & Fintech Innovation ETF shares in Q1 2024, an estimated $17K.
Tradition Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2021 and held it in 6 quarters.
Tradition Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $17K in Q4 2023.
196 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.