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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
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% +$9.62K 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 Sell
17,375
-1,478,382
-99% -$126M 0.78% 23
2021
Q1 		$16.9M Buy
1,495,757
+1,483,233
+11,843% +$147M 0.84% 19
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

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Financial Perspectives's ARKG Position: Q2 2026 in Review

Financial Perspectives held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 1,858 shares worth $78.2K. The position accounts for 0.02% of the portfolio, ranked #271.

Financial Perspectives first reported a position in ARKG in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.9M in Q1 2021. 99 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • Financial Perspectives held 1,858 shares of ARK Genomic Revolution ETF worth $78.2K as of Q2 2026.
  • Financial Perspectives left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
  • ARK Genomic Revolution ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #271 holding.
  • Financial Perspectives first reported a position in ARK Genomic Revolution ETF in Q3 2020 and has held it in 24 quarters since.
  • Financial Perspectives's ARK Genomic Revolution ETF position peaked at $16.9M in Q1 2021.
  • 99 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.