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
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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Upper Left Wealth Management's ARKB Position: Q2 2026 in Review

Upper Left Wealth Management increased its ARK 21Shares Bitcoin ETF (ARKB) stake by 2.7% in Q2 2026, buying an estimated $8.74K and bringing the position to 14,095 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #66.

Upper Left Wealth Management first reported a position in ARKB in Q1 2026 and has held it in 2 quarters since. The position peaked at $309K in Q1 2026. 14 funds tracked by Wall St. Rank hold ARKB as of Q2 2026.

  • Upper Left Wealth Management held 14,095 shares of ARK 21Shares Bitcoin ETF worth $274K as of Q2 2026.
  • Upper Left Wealth Management bought 367 ARK 21Shares Bitcoin ETF shares in Q2 2026, an estimated $8.74K.
  • ARK 21Shares Bitcoin ETF made up 0.15% of Upper Left Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Upper Left Wealth Management first reported a position in ARK 21Shares Bitcoin ETF in Q1 2026 and has held it in 2 quarters since.
  • Upper Left Wealth Management's ARK 21Shares Bitcoin ETF position peaked at $309K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.