Financial Advocates Investment Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Financial Advocates Investment Management’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	-34,896	Closed	-$724K	–	638
2025 Q1	$724K	Buy	+34,896	New	+$877K	0.05%	346
2022 Q1	–	Sell	-3,540	Closed	-$250K	–	736
2021 Q4	$250K	Sell	3,540 -5,464	-61%	-$378K	0.02%	669
2021 Q3	$673K	Buy	9,004 +3,307	+58%	+$277K	0.05%	403
2021 Q2	$490K	Sell	5,697 -3,856	-40%	-$328K	0.03%	482
2021 Q1	$847K	Buy	9,553 +4,846	+103%	+$481K	0.06%	360
2020 Q4	$436K	Buy	4,707 +1,326	+39%	+$106K	0.03%	477
2020 Q3	$216K	Buy	+3,381	New	+$198K	0.02%	559

Other funds holding ARKG

JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Financial Advocates Investment Management's ARKG Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2025, closing a stake of 34,896 shares — an estimated $724K sold.

Financial Advocates Investment Management first reported a position in ARKG in Q3 2020 and held it in 7 quarters. The position peaked at $847K in Q1 2021. 215 funds tracked by Wall St. Rank hold ARKG as of Q2 2025.

Financial Advocates Investment Management reported no remaining ARK Genomic Revolution ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 34,896 ARK Genomic Revolution ETF shares in Q2 2025, an estimated $724K.
Financial Advocates Investment Management first reported a position in ARK Genomic Revolution ETF in Q3 2020 and held it in 7 quarters.
Financial Advocates Investment Management's ARK Genomic Revolution ETF position peaked at $847K in Q1 2021.
215 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.