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
2021
Q4 		– Sell
-600
Closed -$3K – 2088
2021
Q3 		$3K Buy
+600
New +$50.3K ﹤0.01% 2095
2021
Q2 		– Sell
-2,000
Closed -$20K – 2094
2021
Q1 		$20K Buy
+2,000
New +$198K ﹤0.01% 2434

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.