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Taylor & Morgan Wealth Management, LLC → ARKB

Taylor & Morgan Wealth Management, LLC ARKB Position History

ARK 21Shares Bitcoin ETF • Financial Services

Quarters held
4
Latest value
$817K
Q3 2026
Peak value
$1.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$664K
Q2 2026$574K
Q3 2026$817K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$817K29.5K——
Q2 2026$574K29.5K——
Q1 2026$664K29.5K——
Q4 2025$1.2M40.1K——

Other funds holding ARKB

Other Taylor & Morgan Wealth Management, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$39.1M
SPY

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$36.9M
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$31.6M
SPY

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$31.2M
SPY

SPDR S&P 500 ETF TR

$30M
ETHA

ISHARES TR

$22.9M
ETHA

ISHARES TR

$21.7M
ETHA

ISHARES TR

$19.7M