Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Wealth Enhancement Advisory Services’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	–	Sell	-17,000	Closed	-$378K	–	4140
2026 Q1	$378K	Sell	17,000 -3,920	-19%	-$99.4K	﹤0.01%	2565
2025 Q4	$642K	Buy	20,920 +4,485	+27%	+$149K	﹤0.01%	2289
2025 Q3	$664K	Hold	16,435	–	–	﹤0.01%	2135
2025 Q2	$597K	Sell	16,435 -2,045	-11%	-$67K	﹤0.01%	2094
2025 Q1	$506K	Buy	18,480 +7,230	+64%	+$224K	﹤0.01%	2065
2024 Q4	$350K	Buy	11,250 +300	+3%	+$8.29K	﹤0.01%	2253
2024 Q3	$232K	Sell	10,950 -1,455	-12%	-$29.6K	﹤0.01%	2357
2024 Q2	$248K	Sell	12,405 -3,015	-20%	-$65.9K	﹤0.01%	2125
2024 Q1	$365K	Buy	+15,420	New	+$281K	﹤0.01%	1790

Other funds holding ARKB

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One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM