Ark Invest sells $6.1M Block, $1.13M Bullish shares, buys Nvidia and SoFi

Ark's selling lands on the crypto-adjacent names — Block and the Bullish exchange stake — while the proceeds lean toward Nvidia and SoFi, a tilt that reads more like rotation within the fund's growth thesis than a retreat from digital assets. Trimming its own bitcoin ETF alongside that is the detail worth noting, since it touches the firm's flagship conviction trade rather than a single portfolio company. The open question is whether this is routine rebalancing or the start of a broader shift in how Wood's ETFs weight crypto exposure versus fintech and AI.