ULWM
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Upper Left Wealth Management’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Upper Left 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
Q3 		$378K Sell
13,635
-460
-3% -$10.9K 0.2% 55
2026
Q2 		$274K Buy
14,095
+367
+3% +$8.74K 0.15% 66
2026
Q1 		$309K Buy
+13,728
New +$348K 0.18% 58

Other funds holding ARKB

Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
FFP
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
SPW
Surience Private Wealth Yakima, Washington $104M AUM 19.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Upper Left Wealth Management's ARKB Position: Q3 2026 in Review

Upper Left Wealth Management reduced its ARK 21Shares Bitcoin ETF (ARKB) stake by 3.3% in Q3 2026, selling an estimated $10.9K and leaving 13,635 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #55.

Upper Left Wealth Management first reported a position in ARKB in Q1 2026 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold ARKB as of Q3 2026.

  • Upper Left Wealth Management held 13,635 shares of ARK 21Shares Bitcoin ETF worth $378K as of Q3 2026.
  • Upper Left Wealth Management sold 460 ARK 21Shares Bitcoin ETF shares in Q3 2026, an estimated $10.9K.
  • ARK 21Shares Bitcoin ETF made up 0.2% of Upper Left Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Upper Left Wealth Management first reported a position in ARK 21Shares Bitcoin ETF in Q1 2026 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.