Winch Advisory Services’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Winch Advisory Services’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
2026 Q1	$342	Hold	9	–	–	﹤0.01%	486
2025 Q4	$429	Hold	9	–	–	﹤0.01%	477
2025 Q3	$511	Hold	9	–	–	﹤0.01%	476
2025 Q2	$452	Hold	9	–	–	﹤0.01%	466
2025 Q1	$299	Hold	9	–	–	﹤0.01%	471
2024 Q4	$333	Hold	9	–	–	﹤0.01%	518
2024 Q3	$268	Hold	9	–	–	﹤0.01%	440
2024 Q2	$251	Hold	9	–	–	﹤0.01%	427
2024 Q1	$273	Hold	9	–	–	﹤0.01%	422
2023 Q4	$248	Hold	9	–	–	﹤0.01%	417
2023 Q3	$0	Hold	9	–	–	﹤0.01%	421
2023 Q2	$0	Hold	9	–	–	﹤0.01%	420
2023 Q1	$0	Hold	9	–	–	﹤0.01%	416
2022 Q4	$0	Hold	9	–	–	﹤0.01%	406
2022 Q3	$0	Hold	9	–	–	﹤0.01%	398
2022 Q2	$0	Hold	9	–	–	﹤0.01%	434
2022 Q1	$0	Hold	9	–	–	﹤0.01%	461
2021 Q4	$0	Buy	+9	New	+$434	﹤0.01%	473

Other funds holding ARKF

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return