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Estate Planners Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Estate Planners Group’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 		– Sell
-181
Closed -$5.24K – 104
2025
Q4 		$5.24K Buy
+181
New +$5.43K ﹤0.01% 333

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Estate Planners Group's ARKG Position: Q1 2026 in Review

Estate Planners Group sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2026, closing a stake of 181 shares — an estimated $5.24K sold.

Estate Planners Group first reported a position in ARKG in Q4 2025 and held it in 1 quarter. The position peaked at $5.24K in Q4 2025. 219 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Estate Planners Group reported no remaining ARK Genomic Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 181 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $5.24K.
  • Estate Planners Group first reported a position in ARK Genomic Revolution ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's ARK Genomic Revolution ETF position peaked at $5.24K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.