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

Clearstead 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 		$8.03K Hold
191
– – ﹤0.01% 2054
2026
Q1 		$5.05K Hold
191
– – ﹤0.01% 1735
2025
Q4 		$5.53K Hold
191
– – ﹤0.01% 2001
2025
Q3 		$5.3K Hold
191
– – ﹤0.01% 2137
2025
Q2 		$4.65K Hold
191
– – ﹤0.01% 2126
2025
Q1 		$3.97K Sell
191
-427
-69% -$10.7K ﹤0.01% 1788
2024
Q4 		$14.6K Sell
618
-57
-8% -$1.4K ﹤0.01% 1480
2024
Q3 		$17.3K Buy
675
+82
+14% +$2.09K ﹤0.01% 1462
2024
Q2 		$13.9K Hold
593
– – ﹤0.01% 1468
2024
Q1 		$15.6K Hold
593
– – ﹤0.01% 982
2023
Q4 		$19.5K Hold
593
– – ﹤0.01% 949
2023
Q3 		$16.5K Hold
593
– – ﹤0.01% 918
2023
Q2 		$20.2K Hold
593
– – ﹤0.01% 896
2023
Q1 		$17.8K Hold
593
– – ﹤0.01% 867
2022
Q4 		$16.7K Hold
593
– – ﹤0.01% 828
2022
Q3 		$19K Sell
593
-8,722
-94% -$320K ﹤0.01% 776
2022
Q2 		$293K Sell
9,315
-1,333
-13% -$46.6K 0.02% 324
2022
Q1 		$489K Sell
10,648
-20
-0.2% -$954 0.03% 270
2021
Q4 		$653K Sell
10,668
-5,153
-33% -$356K 0.04% 222
2021
Q3 		$1.18M Buy
15,821
+1,700
+12% +$143K 0.09% 154
2021
Q2 		$1.31M Buy
14,121
+3,398
+32% +$289K 0.1% 144
2021
Q1 		$951K Buy
10,723
+9,310
+659% +$923K 0.08% 160
2020
Q4 		$132K Buy
+1,413
New +$113K 0.01% 371

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Clearstead Advisors's ARKG Position: Q2 2026 in Review

Clearstead Advisors held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 191 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Clearstead Advisors first reported a position in ARKG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q2 2021. 271 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Clearstead Advisors held 191 shares of ARK Genomic Revolution ETF worth $8.03K as of Q2 2026.
  • Clearstead Advisors left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2054 holding.
  • Clearstead Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's ARK Genomic Revolution ETF position peaked at $1.31M in Q2 2021.
  • 271 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.