Creative Planning
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Creative Planning’s ARK Genomic Revolution ETF ARKG Stock Holding History

Creative Planning’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 		$205K Sell
7,756
-2,910
-27% -$85.2K ﹤0.01% 3717
2025
Q4 		$309K Sell
10,666
-1,540
-13% -$46.2K ﹤0.01% 3217
2025
Q3 		$339K Buy
12,206
+1,723
+16% +$43.5K ﹤0.01% 3048
2025
Q2 		$255K Buy
+10,483
New +$230K ﹤0.01% 3036
2025
Q1 		– Sell
-665
Closed -$15.7K – 3482
2024
Q4 		$15.7K Sell
665
-9,072
-93% -$223K ﹤0.01% 3359
2024
Q3 		$249K Sell
9,737
-1,117
-10% -$28.4K ﹤0.01% 2684
2024
Q2 		$255K Buy
10,854
+1,301
+14% +$32.8K ﹤0.01% 2496
2024
Q1 		$275K Sell
9,553
-6,101
-39% -$183K ﹤0.01% 2323
2023
Q4 		$514K Buy
15,654
+2,583
+20% +$70.2K ﹤0.01% 1700
2023
Q3 		$364K Sell
13,071
-1,244
-9% -$40.7K ﹤0.01% 1782
2023
Q2 		$488K Buy
14,315
+3,961
+38% +$124K ﹤0.01% 1564
2023
Q1 		$311K Sell
10,354
-2,610
-20% -$80.9K ﹤0.01% 1795
2022
Q4 		$366K Sell
12,964
-3,168
-20% -$101K ﹤0.01% 1592
2022
Q3 		$530K Buy
16,132
+341
+2% +$12.5K ﹤0.01% 1300
2022
Q2 		$497K Sell
15,791
-2,656
-14% -$92.9K ﹤0.01% 1318
2022
Q1 		$847K Sell
18,447
-1,350
-7% -$64.4K ﹤0.01% 1069
2021
Q4 		$1.21M Sell
19,797
-717
-3% -$49.6K ﹤0.01% 868
2021
Q3 		$1.53M Sell
20,514
-2,984
-13% -$250K ﹤0.01% 766
2021
Q2 		$2.17M Sell
23,498
-7,515
-24% -$639K ﹤0.01% 649
2021
Q1 		$2.75M Buy
31,013
+9,324
+43% +$925K 0.01% 598
2020
Q4 		$2.02M Buy
21,689
+9,643
+80% +$768K ﹤0.01% 669
2020
Q3 		$767K Buy
+12,046
New +$706K ﹤0.01% 913

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's ARKG Position: Q1 2026 in Review

Creative Planning reduced its ARK Genomic Revolution ETF (ARKG) stake by 27% in Q1 2026, selling an estimated $85.2K and leaving 7,756 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3717.

Creative Planning first reported a position in ARKG in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.75M in Q1 2021. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Creative Planning held 7,756 shares of ARK Genomic Revolution ETF worth $205K as of Q1 2026.
  • Creative Planning sold 2,910 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $85.2K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3717 holding.
  • Creative Planning first reported a position in ARK Genomic Revolution ETF in Q3 2020 and has held it in 22 quarters since.
  • Creative Planning's ARK Genomic Revolution ETF position peaked at $2.75M in Q1 2021.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.