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Client First Investment Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Client First Investment Management’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 		$1.19M Sell
21,953
-39,368
-64% -$1.77M 0.57% 20
2026
Q2 		$2.58M Buy
+61,321
New +$1.95M 1.09% 15

Other funds holding ARKG

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Client First Investment Management's ARKG Position: Q3 2026 in Review

Client First Investment Management reduced its ARK Genomic Revolution ETF (ARKG) stake by 64% in Q3 2026, selling an estimated $1.77M and leaving 21,953 shares worth $1.19M. The position accounts for 0.57% of the portfolio, ranked #20.

Client First Investment Management first reported a position in ARKG in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.58M in Q2 2026. 29 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

  • Client First Investment Management held 21,953 shares of ARK Genomic Revolution ETF worth $1.19M as of Q3 2026.
  • Client First Investment Management sold 39,368 ARK Genomic Revolution ETF shares in Q3 2026, an estimated $1.77M.
  • ARK Genomic Revolution ETF made up 0.57% of Client First Investment Management's portfolio in Q3 2026, its #20 holding.
  • Client First Investment Management first reported a position in ARK Genomic Revolution ETF in Q2 2026 and has held it in 2 quarters since.
  • Client First Investment Management's ARK Genomic Revolution ETF position peaked at $2.58M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.