IFG
ARKG icon

Independent Financial Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Independent Financial Group’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
2024
Q2 		– Sell
-8,565
Closed -$246K – 1090
2024
Q1 		$246K Sell
8,565
-3,146
-27% -$94.6K 0.01% 876
2023
Q4 		$384K Buy
11,711
+764
+7% +$20.8K 0.02% 640
2023
Q3 		$305K Buy
10,947
+585
+6% +$19.1K 0.02% 653
2023
Q2 		$353K Buy
10,362
+3,000
+41% +$94.3K 0.02% 581
2023
Q1 		$221K Buy
7,362
+228
+3% +$7.07K 0.02% 734
2022
Q4 		$201K Sell
7,134
-5,839
-45% -$185K 0.02% 720
2022
Q3 		$426K Sell
12,973
-3,736
-22% -$137K 0.04% 431
2022
Q2 		$526K Buy
16,709
+930
+6% +$32.5K 0.06% 369
2022
Q1 		$725K Buy
15,779
+1,079
+7% +$51.4K 0.06% 334
2021
Q4 		$900K Sell
14,700
-1,927
-12% -$133K 0.07% 274
2021
Q3 		$1.24M Sell
16,627
-3,465
-17% -$291K 0.13% 171
2021
Q2 		$1.86M Sell
20,092
-694
-3% -$59K 0.2% 113
2021
Q1 		$1.84M Sell
20,786
-7,460
-26% -$740K 0.24% 104
2020
Q4 		$2.63M Buy
28,246
+12,458
+79% +$993K 0.39% 52
2020
Q3 		$1.01M Buy
15,788
+9,629
+156% +$564K 0.19% 130
2020
Q2 		$321K Buy
+6,159
New +$264K 0.07% 302

Other funds holding ARKG

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Independent Financial Group's ARKG Position: Q2 2024 in Review

Independent Financial Group sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2024, closing a stake of 8,565 shares — an estimated $246K sold.

Independent Financial Group first reported a position in ARKG in Q2 2020 and held it in 16 quarters. The position peaked at $2.63M in Q4 2020. 261 funds tracked by Wall St. Rank hold ARKG as of Q2 2024.

  • Independent Financial Group reported no remaining ARK Genomic Revolution ETF position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 8,565 ARK Genomic Revolution ETF shares in Q2 2024, an estimated $246K.
  • Independent Financial Group first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 16 quarters.
  • Independent Financial Group's ARK Genomic Revolution ETF position peaked at $2.63M in Q4 2020.
  • 261 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.