Advocacy Wealth Management Services’s ARK Genomic Revolution ETF ARKG Stock Holding History

Advocacy Wealth Management Services’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-62	Closed	-$2K	–	132
2022 Q2	$2K	Sell	62 -27	-30%	-$944	﹤0.01%	118
2022 Q1	$4K	Sell	89 -504	-85%	-$24K	﹤0.01%	123
2021 Q4	$36K	Sell	593 -206	-26%	-$14.2K	0.01%	65
2021 Q3	$60K	Sell	799 -295	-27%	-$24.8K	0.01%	51
2021 Q2	$101K	Sell	1,094 -91,179	-99%	-$7.75M	0.02%	45
2021 Q1	$8.26M	Buy	92,273 +20,660	+29%	+$2.05M	1.65%	11
2020 Q4	$6.68M	Sell	71,613 -37,803	-35%	-$3.01M	1%	16
2020 Q3	$7.09M	Buy	109,416 +64,448	+143%	+$3.78M	1.14%	14
2020 Q2	$2.35M	Buy	+44,968	New	+$1.93M	0.48%	24

Other funds holding ARKG

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advocacy Wealth Management Services's ARKG Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2022, closing a stake of 62 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in ARKG in Q2 2020 and held it in 9 quarters. The position peaked at $8.26M in Q1 2021. 311 funds tracked by Wall St. Rank hold ARKG as of Q3 2022.

Advocacy Wealth Management Services reported no remaining ARK Genomic Revolution ETF position as of Q3 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 62 ARK Genomic Revolution ETF shares in Q3 2022, an estimated $2K.
Advocacy Wealth Management Services first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 9 quarters.
Advocacy Wealth Management Services's ARK Genomic Revolution ETF position peaked at $8.26M in Q1 2021.
311 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.