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 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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Claro Advisors's ARKG Position: Q2 2026 in Review

Claro Advisors opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 6,102 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #450 among its holdings. This is a return to the name: Claro Advisors previously reported a position in ARKG as recently as Q1 2024.

Claro Advisors first reported a position in ARKG in Q4 2020 and has held it in 11 quarters since. The position peaked at $762K in Q1 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Claro Advisors held 6,102 shares of ARK Genomic Revolution ETF worth $257K as of Q2 2026.
ARK Genomic Revolution ETF was a new Claro Advisors position in Q2 2026.
ARK Genomic Revolution ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #450 holding.
Claro Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 11 quarters since.
Claro Advisors's ARK Genomic Revolution ETF position peaked at $762K in Q1 2021.
271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.