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WealthPLAN Partners’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-23
Closed -$481 – 356
2023
Q2 		$481 Hold
23
– – ﹤0.01% 1182
2023
Q1 		$433 Buy
+23
New +$406 ﹤0.01% 1256

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WealthPLAN Partners's ARKF Position: Q3 2023 in Review

WealthPLAN Partners sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2023, closing a stake of 23 shares — an estimated $481 sold.

WealthPLAN Partners first reported a position in ARKF in Q1 2023 and held it in 2 quarters. The position peaked at $481 in Q2 2023. 176 funds tracked by Wall St. Rank hold ARKF as of Q3 2023.

  • WealthPLAN Partners reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 23 ARK Blockchain & Fintech Innovation ETF shares in Q3 2023, an estimated $481.
  • WealthPLAN Partners first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's ARK Blockchain & Fintech Innovation ETF position peaked at $481 in Q2 2023.
  • 176 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.