AWS
ARKG icon

Atria Wealth Solutions’s ARK Genomic Revolution ETF ARKG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$348K Buy
13,935
+1,453
+12% +$31.8K 0.01% 1083
2025
Q1 		$259K Sell
12,482
-7,310
-37% -$184K ﹤0.01% 1563
2024
Q4 		$466K Buy
19,792
+10,841
+121% +$267K 0.01% 1310
2024
Q3 		$229K Sell
8,951
-2,307
-20% -$58.7K ﹤0.01% 1690
2024
Q2 		$264K Sell
11,258
-1,562
-12% -$39.4K ﹤0.01% 1591
2024
Q1 		$369K Sell
12,820
-10,520
-45% -$316K ﹤0.01% 1413
2023
Q4 		$766K Sell
23,340
-431
-2% -$11.7K 0.01% 994
2023
Q3 		$662K Sell
23,771
-7,019
-23% -$229K 0.01% 1005
2023
Q2 		$1.05M Buy
30,790
+5,947
+24% +$187K 0.01% 814
2023
Q1 		$747K Sell
24,843
-5,536
-18% -$172K 0.01% 935
2022
Q4 		$858K Sell
30,379
-1,036
-3% -$32.9K 0.01% 819
2022
Q3 		$1.03M Buy
31,415
+6,285
+25% +$231K 0.02% 701
2022
Q2 		$791K Buy
25,130
+7,323
+41% +$256K 0.01% 802
2022
Q1 		$818K Buy
+17,807
New +$849K 0.01% 814

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's ARKG Position: Q2 2025 in Review

Atria Wealth Solutions increased its ARK Genomic Revolution ETF (ARKG) stake by 12% in Q2 2025, buying an estimated $31.8K and bringing the position to 13,935 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1083.

Atria Wealth Solutions first reported a position in ARKG in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2023. 215 funds tracked by Wall St. Rank hold ARKG as of Q2 2025.

  • Atria Wealth Solutions held 13,935 shares of ARK Genomic Revolution ETF worth $348K as of Q2 2025.
  • Atria Wealth Solutions bought 1,453 ARK Genomic Revolution ETF shares in Q2 2025, an estimated $31.8K.
  • ARK Genomic Revolution ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1083 holding.
  • Atria Wealth Solutions first reported a position in ARK Genomic Revolution ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's ARK Genomic Revolution ETF position peaked at $1.05M in Q2 2023.
  • 215 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.