Creative Financial Designs’s ARK Genomic Revolution ETF ARKG Stock Holding History

Creative Financial Designs’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
2025 Q2	–	Sell	-13	Closed	-$272	–	2022
2025 Q1	$272	Hold	13	–	–	﹤0.01%	1960
2024 Q4	$308	Hold	13	–	–	﹤0.01%	1747
2024 Q3	$335	Hold	13	–	–	﹤0.01%	1637
2024 Q2	$307	Hold	13	–	–	﹤0.01%	1596
2024 Q1	$376	Hold	13	–	–	﹤0.01%	1606
2023 Q4	$429	Sell	13 -1,040	-99%	-$28.3K	﹤0.01%	1545
2023 Q3	$29.3K	Hold	1,053	–	–	﹤0.01%	762
2023 Q2	$35.9K	Hold	1,053	–	–	﹤0.01%	715
2023 Q1	$31.7K	Sell	1,053 -51	-5%	-$1.58K	﹤0.01%	694
2022 Q4	$31.2K	Hold	1,104	–	–	﹤0.01%	659
2022 Q3	$36K	Hold	1,104	–	–	0.01%	609
2022 Q2	$35K	Sell	1,104 -75	-6%	-$2.62K	0.01%	612
2022 Q1	$54K	Sell	1,179 -45	-4%	-$2.15K	0.01%	554
2021 Q4	$75K	Sell	1,224 -148	-11%	-$10.2K	0.01%	494
2021 Q3	$102K	Buy	1,372 +721	+111%	+$60.5K	0.02%	439
2021 Q2	$60K	Hold	651	–	–	0.01%	553
2021 Q1	$58K	Buy	651 +11	+2%	+$1.09K	0.01%	526
2020 Q4	$60K	Buy	640 +300	+88%	+$23.9K	0.01%	469
2020 Q3	$22K	Buy	340 +240	+240%	+$14.1K	0.01%	633
2020 Q2	$5K	Buy	+100	New	+$4.29K	﹤0.01%	861

Other funds holding ARKG

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

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

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

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

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

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

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

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

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

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

Creative Financial Designs's ARKG Position: Q2 2025 in Review

Creative Financial Designs sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2025, closing a stake of 13 shares — an estimated $272 sold.

Creative Financial Designs first reported a position in ARKG in Q2 2020 and held it in 20 quarters. The position peaked at $102K in Q3 2021. 213 funds tracked by Wall St. Rank hold ARKG as of Q2 2025.

Creative Financial Designs reported no remaining ARK Genomic Revolution ETF position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 13 ARK Genomic Revolution ETF shares in Q2 2025, an estimated $272.
Creative Financial Designs first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 20 quarters.
Creative Financial Designs's ARK Genomic Revolution ETF position peaked at $102K in Q3 2021.
213 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.