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Financial Perspectives’s ARK Genomic Revolution ETF ARKG Stock Holding History

Financial Perspectives’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
Q3 		$88.2K Sell
1,627
-231
-12% -$10.4K 0.02% 259
2026
Q2 		$78.2K Hold
1,858
– – 0.02% 271
2026
Q1 		$49.1K Hold
1,858
– – 0.01% 311
2025
Q4 		$53.8K Sell
1,858
-536
-22% -$16.1K 0.01% 304
2025
Q3 		$66.5K Sell
2,394
-263
-10% -$6.65K 0.02% 277
2025
Q2 		$64.7K Sell
2,657
-1,894
-42% -$41.5K 0.02% 277
2025
Q1 		$94.5K Sell
4,551
-401
-8% -$10.1K 0.03% 218
2024
Q4 		$117K Sell
4,952
-1,130
-19% -$27.8K 0.04% 198
2024
Q3 		$156K Sell
6,082
-1,050
-15% -$26.7K 0.05% 160
2024
Q2 		$167K Hold
7,132
– – 0.06% 152
2024
Q1 		$205K Buy
7,132
+3
+0% +$90 0.08% 138
2023
Q4 		$234K Hold
7,129
– – 0.09% 128
2023
Q3 		$199K Sell
7,129
-3
-0% -$98 0.09% 125
2023
Q2 		$243K Buy
7,132
+306
+4% +$9.6K 0.11% 112
2023
Q1 		$205K Hold
6,826
– – 0.1% 120
2022
Q4 		$193K Hold
6,826
– – 0.1% 123
2022
Q3 		$224K Buy
6,826
+5
+0.1% +$184 0.13% 106
2022
Q2 		$215K Buy
6,821
+4
+0.1% +$140 0.12% 111
2022
Q1 		$313K Buy
6,817
+10
+0.1% +$477 0.15% 91
2021
Q4 		$417K Sell
6,807
-10,575
-61% -$731K 0.2% 68
2021
Q3 		$1.3M Buy
17,382
+7
+0% +$587 0.65% 28
2021
Q2 		$1.61M Buy
17,375
+518
+3% +$44K 0.78% 23
2021
Q1 		$1.5M Buy
16,857
+4,333
+35% +$430K 0.8% 23
2020
Q4 		$1.17M Buy
12,524
+12,266
+4,754% +$977K 0.66% 26
2020
Q3 		$16.4K Buy
+258
New +$15.1K 0.01% 313

Other funds holding ARKG

Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Florin Court Capital
Florin Court Capital London, United Kingdom $97M AUM 40.08% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Financial Perspectives's ARKG Position: Q3 2026 in Review

Financial Perspectives reduced its ARK Genomic Revolution ETF (ARKG) stake by 12% in Q3 2026, selling an estimated $10.4K and leaving 1,627 shares worth $88.2K. The position accounts for 0.02% of the portfolio, ranked #259.

Financial Perspectives first reported a position in ARKG in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.61M in Q2 2021. 191 funds tracked by Wall St. Rank hold ARKG as of Q3 2026.

  • Financial Perspectives held 1,627 shares of ARK Genomic Revolution ETF worth $88.2K as of Q3 2026.
  • Financial Perspectives sold 231 ARK Genomic Revolution ETF shares in Q3 2026, an estimated $10.4K.
  • ARK Genomic Revolution ETF made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #259 holding.
  • Financial Perspectives first reported a position in ARK Genomic Revolution ETF in Q3 2020 and has held it in 25 quarters since.
  • Financial Perspectives's ARK Genomic Revolution ETF position peaked at $1.61M in Q2 2021.
  • 191 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.