Claro Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Claro Advisors’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
2026 Q3	$328K	Sell	6,049 -53	-0.9%	-$2.38K	0.03%	379
2026 Q2	$257K	Buy	+6,102	New	+$194K	0.03%	450
2024 Q2	–	Sell	-7,228	Closed	-$208K	–	430
2024 Q1	$208K	Sell	7,228 -609	-8%	-$18.3K	0.04%	394
2023 Q4	$257K	Buy	7,837 +337	+4%	+$9.16K	0.06%	315
2023 Q3	$209K	Buy	7,500 +982	+15%	+$32.1K	0.05%	339
2023 Q2	$222K	Buy	+6,518	New	+$205K	0.06%	329
2022 Q2	–	Sell	-9,962	Closed	-$610K	–	281
2022 Q1	$610K	Hold	9,962	–	–	0.22%	124
2021 Q4	$610K	Buy	9,962 +1,318	+15%	+$91.1K	0.22%	124
2021 Q3	$646K	Buy	8,644 +767	+10%	+$64.4K	0.27%	103
2021 Q2	$729K	Sell	7,877 -709	-8%	-$60.3K	0.33%	82
2021 Q1	$762K	Buy	8,586 +2,552	+42%	+$253K	0.39%	70
2020 Q4	$563K	Buy	+6,034	New	+$481K	0.3%	95

Other funds holding ARKG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Florin Court Capital London, United Kingdom $97M AUM 40.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Claro Advisors's ARKG Position: Q3 2026 in Review

Claro Advisors reduced its ARK Genomic Revolution ETF (ARKG) stake by 0.87% in Q3 2026, selling an estimated $2.38K and leaving 6,049 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #379.

Claro Advisors first reported a position in ARKG in Q4 2020 and has held it in 12 quarters since. The position peaked at $762K in Q1 2021. 233 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

Claro Advisors held 6,049 shares of ARK Genomic Revolution ETF worth $328K as of Q3 2026.
Claro Advisors sold 53 ARK Genomic Revolution ETF shares in Q3 2026, an estimated $2.38K.
ARK Genomic Revolution ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #379 holding.
Claro Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 12 quarters since.
Claro Advisors's ARK Genomic Revolution ETF position peaked at $762K in Q1 2021.
233 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.