Dynamic Wealth Strategies’s ARK Genomic Revolution ETF ARKG Stock Holding History

Dynamic Wealth Strategies’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	$9.91K	Hold	375	–	–	0.01%	226
2025 Q4	$10.9K	Hold	375	–	–	0.01%	206
2025 Q3	$10.4K	Hold	375	–	–	0.01%	201
2025 Q2	$9.13K	Hold	375	–	–	0.01%	200
2025 Q1	$7.79K	Buy	+375	New	+$9.42K	0.01%	201
2024 Q4	–	Sell	-375	Closed	-$10K	–	77
2024 Q3	$10K	Hold	375	–	–	0.01%	191
2024 Q2	$9K	Sell	375 -188	-33%	-$4.75K	0.01%	197
2024 Q1	$16K	Buy	563 +86	+18%	+$2.59K	0.01%	174
2023 Q4	$15.7K	Buy	+477	New	+$13K	0.01%	184

Other funds holding ARKG

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

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

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

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

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

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

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

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

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

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

Dynamic Wealth Strategies's ARKG Position: Q1 2026 in Review

Dynamic Wealth Strategies held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2026 at 375 shares worth $9.91K. The position accounts for 0.01% of the portfolio, ranked #226.

Dynamic Wealth Strategies first reported a position in ARKG in Q4 2023 and has held it in 9 quarters since. The position peaked at $16K in Q1 2024. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

Dynamic Wealth Strategies held 375 shares of ARK Genomic Revolution ETF worth $9.91K as of Q1 2026.
Dynamic Wealth Strategies left its ARK Genomic Revolution ETF share count unchanged in Q1 2026.
ARK Genomic Revolution ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #226 holding.
Dynamic Wealth Strategies first reported a position in ARK Genomic Revolution ETF in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's ARK Genomic Revolution ETF position peaked at $16K in Q1 2024.
218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.