Clearwater Capital Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Clearwater Capital 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 Q1	$1.91M	Sell	72,288 -589	-0.8%	-$17.2K	0.15%	51
2025 Q4	$2.11M	Sell	72,877 -3,930	-5%	-$118K	0.18%	52
2025 Q3	$2.13M	Sell	76,807 -186,910	-71%	-$4.72M	0.18%	53
2025 Q2	$6.42M	Buy	263,717 +67,842	+35%	+$1.49M	0.59%	35
2025 Q1	$4.07M	Buy	195,875 +37,970	+24%	+$954K	0.39%	41
2024 Q4	$3.72M	Sell	157,905 -26,019	-14%	-$640K	0.36%	41
2024 Q3	$4.71M	Buy	183,924 +11,263	+7%	+$287K	0.46%	39
2024 Q2	$4.05M	Sell	172,661 -1,098	-0.6%	-$27.7K	0.43%	38
2024 Q1	$5M	Buy	173,759 +6,385	+4%	+$192K	0.53%	38
2023 Q4	$5.49M	Sell	167,374 -75,662	-31%	-$2.06M	0.62%	33
2023 Q3	$6.77M	Buy	243,036 +280	+0.1%	+$9.15K	0.83%	28
2023 Q2	$8.28M	Sell	242,756 -39	-0%	-$1.23K	0.99%	27
2023 Q1	$7.3M	Sell	242,795 -3,117	-1%	-$96.6K	0.89%	28
2022 Q4	$6.94M	Buy	245,912 +41,053	+20%	+$1.3M	0.9%	31
2022 Q3	$6.73M	Buy	204,859 +37,245	+22%	+$1.37M	0.93%	33
2022 Q2	$5.28M	Sell	167,614 -37,012	-18%	-$1.29M	0.72%	36
2022 Q1	$9.4M	Buy	204,626 +57,985	+40%	+$2.76M	1.08%	27
2021 Q4	$8.98M	Sell	146,641 -651	-0.4%	-$45K	0.99%	31
2021 Q3	$11M	Buy	147,292 +8,403	+6%	+$705K	1.28%	24
2021 Q2	$12.8M	Buy	138,889 +6,121	+5%	+$520K	1.49%	20
2021 Q1	$11.8M	Buy	132,768 +13,066	+11%	+$1.3M	1.47%	18
2020 Q4	$11.2M	Buy	119,702 +15,464	+15%	+$1.23M	1.48%	21
2020 Q3	$6.64M	Buy	104,238 +9,277	+10%	+$544K	1.04%	24
2020 Q2	$4.95M	Buy	+94,961	New	+$4.07M	0.83%	29

Other funds holding ARKG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

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

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

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

Clearwater Capital Advisors's ARKG Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its ARK Genomic Revolution ETF (ARKG) stake by 0.81% in Q1 2026, selling an estimated $17.2K and leaving 72,288 shares worth $1.91M. The position accounts for 0.15% of the portfolio, ranked #51.

Clearwater Capital Advisors first reported a position in ARKG in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.8M in Q2 2021. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

Clearwater Capital Advisors held 72,288 shares of ARK Genomic Revolution ETF worth $1.91M as of Q1 2026.
Clearwater Capital Advisors sold 589 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $17.2K.
ARK Genomic Revolution ETF made up 0.15% of Clearwater Capital Advisors's portfolio in Q1 2026, its #51 holding.
Clearwater Capital Advisors first reported a position in ARK Genomic Revolution ETF in Q2 2020 and has held it in 24 quarters since.
Clearwater Capital Advisors's ARK Genomic Revolution ETF position peaked at $12.8M in Q2 2021.
218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.