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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's ARKG Position: Q2 2026 in Review

Creative Planning reduced its ARK Genomic Revolution ETF (ARKG) stake by 6.9% in Q2 2026, selling an estimated $17K and leaving 7,222 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

Creative Planning first reported a position in ARKG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.75M in Q1 2021. 272 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Creative Planning held 7,222 shares of ARK Genomic Revolution ETF worth $304K as of Q2 2026.
  • Creative Planning sold 534 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $17K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3550 holding.
  • Creative Planning first reported a position in ARK Genomic Revolution ETF in Q3 2020 and has held it in 23 quarters since.
  • Creative Planning's ARK Genomic Revolution ETF position peaked at $2.75M in Q1 2021.
  • 272 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.