EverSource Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

EverSource Wealth Advisors’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
2025 Q2	–	Sell	-75	Closed	-$1.56K	–	4257
2025 Q1	$1.56K	Sell	75 -219	-74%	-$5.5K	﹤0.01%	3048
2024 Q4	$6.92K	Buy	294 +73	+33%	+$1.8K	﹤0.01%	2186
2024 Q3	$5.66K	Sell	221 -594	-73%	-$15.1K	﹤0.01%	2180
2024 Q2	$22K	Sell	815 -875	-52%	-$22.1K	﹤0.01%	1462
2024 Q1	$39.4K	Buy	+1,690	New	+$50.8K	﹤0.01%	1077
2023 Q2	–	Sell	-20	Closed	-$601	–	2499
2023 Q1	$601	Sell	20 -40	-67%	-$1.24K	﹤0.01%	2189
2022 Q4	$1.69K	Hold	60	–	–	﹤0.01%	1961
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	1621
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	1466
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	1390
2021 Q4	$4K	Buy	+60	New	+$4.15K	﹤0.01%	1303

Other funds holding ARKG

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

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

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

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

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

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

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

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

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

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

EverSource Wealth Advisors's ARKG Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2025, closing a stake of 75 shares — an estimated $1.56K sold.

EverSource Wealth Advisors first reported a position in ARKG in Q4 2021 and held it in 11 quarters. The position peaked at $39.4K in Q1 2024. 213 funds tracked by Wall St. Rank hold ARKG as of Q2 2025.

EverSource Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 75 ARK Genomic Revolution ETF shares in Q2 2025, an estimated $1.56K.
EverSource Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2021 and held it in 11 quarters.
EverSource Wealth Advisors's ARK Genomic Revolution ETF position peaked at $39.4K in Q1 2024.
213 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.