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

HHM 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	$63.1K	Buy	+1,500	New	+$47.8K	0.01%	354
2024 Q3	–	Sell	-90	Closed	-$2.11K	–	783
2024 Q2	$2.11K	Hold	90	–	–	﹤0.01%	702
2024 Q1	$2.59K	Hold	90	–	–	﹤0.01%	676
2023 Q4	$2.95K	Hold	90	–	–	﹤0.01%	666
2023 Q3	$2.51K	Hold	90	–	–	﹤0.01%	702
2023 Q2	$3.07K	Hold	90	–	–	﹤0.01%	710
2023 Q1	$2.71K	Hold	90	–	–	﹤0.01%	702
2022 Q4	$2.54K	Hold	90	–	–	﹤0.01%	585
2022 Q3	$3K	Hold	90	–	–	﹤0.01%	567
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	695
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	620
2021 Q4	$6K	Buy	90 +40	+80%	+$2.77K	﹤0.01%	555
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	558
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	523
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	504
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	459
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	449
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	432
2020 Q1	$2K	Buy	+50	New	+$1.67K	﹤0.01%	427

Other funds holding ARKG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HHM Wealth Advisors's ARKG Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in ARK Genomic Revolution ETF (ARKG) in Q2 2026: 1,500 shares worth $63.1K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in ARKG as recently as Q2 2024.

HHM Wealth Advisors first reported a position in ARKG in Q1 2020 and has held it in 19 quarters since. 274 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

HHM Wealth Advisors held 1,500 shares of ARK Genomic Revolution ETF worth $63.1K as of Q2 2026.
ARK Genomic Revolution ETF was a new HHM Wealth Advisors position in Q2 2026.
ARK Genomic Revolution ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #354 holding.
HHM Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q1 2020 and has held it in 19 quarters since.
274 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

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