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

Heritage Oak 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
2026 Q2	$252K	Buy	+6,000	New	+$191K	0.07%	84

Other funds holding ARKG

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Heritage Oak Wealth Advisors's ARKG Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 6,000 shares worth $252K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings.

71 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Heritage Oak Wealth Advisors held 6,000 shares of ARK Genomic Revolution ETF worth $252K as of Q2 2026.
ARK Genomic Revolution ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
ARK Genomic Revolution ETF made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #84 holding.
71 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.