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Traphagen Investment Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Traphagen Investment 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
2021
Q1 		– Sell
-6,631
Closed -$330K – 141
2020
Q4 		$330K Buy
6,631
+463
+8% +$20.9K 0.06% 95
2020
Q3 		$245K Buy
+6,168
New +$229K 0.05% 104

Other funds holding ARKF

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 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

Traphagen Investment Advisors's ARKF Position: Q1 2021 in Review

Traphagen Investment Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2021, closing a stake of 6,631 shares — an estimated $330K sold.

Traphagen Investment Advisors first reported a position in ARKF in Q3 2020 and held it in 2 quarters. The position peaked at $330K in Q4 2020. 324 funds tracked by Wall St. Rank hold ARKF as of Q1 2021.

  • Traphagen Investment Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2021 after selling out during the quarter.
  • Traphagen Investment Advisors sold 6,631 ARK Blockchain & Fintech Innovation ETF shares in Q1 2021, an estimated $330K.
  • Traphagen Investment Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2020 and held it in 2 quarters.
  • Traphagen Investment Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $330K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2021.

Based on Traphagen Investment Advisors's 13F filing for Q1 2021, filed 17 Jun 2024.