Insigneo Advisory Services’s ARK Genomic Revolution ETF ARKG Stock Holding History

Insigneo Advisory Services’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
2025 Q1	–	Sell	-15,273	Closed	-$360K	–	636
2024 Q4	$360K	Sell	15,273 -5,882	-28%	-$145K	0.04%	370
2024 Q3	$542K	Sell	21,155 -1,361	-6%	-$34.7K	0.05%	299
2024 Q2	$538K	Sell	22,516 -4,033	-15%	-$102K	0.06%	272
2024 Q1	$764K	Sell	26,549 -33	-0.1%	-$992	0.09%	194
2023 Q4	$872K	Sell	26,582 -137	-0.5%	-$3.73K	0.12%	159
2023 Q3	$744K	Sell	26,719 -318	-1%	-$10.4K	0.15%	136
2023 Q2	$922K	Buy	27,037 +8,161	+43%	+$257K	0.18%	116
2023 Q1	$568K	Buy	18,876 +1,806	+11%	+$56K	0.18%	121
2022 Q4	$482K	Buy	+17,070	New	+$542K	0.18%	122

Other funds holding ARKG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insigneo Advisory Services's ARKG Position: Q1 2025 in Review

Insigneo Advisory Services sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2025, closing a stake of 15,273 shares — an estimated $360K sold.

Insigneo Advisory Services first reported a position in ARKG in Q4 2022 and held it in 9 quarters. The position peaked at $922K in Q2 2023. 214 funds tracked by Wall St. Rank hold ARKG as of Q1 2025.

Insigneo Advisory Services reported no remaining ARK Genomic Revolution ETF position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 15,273 ARK Genomic Revolution ETF shares in Q1 2025, an estimated $360K.
Insigneo Advisory Services first reported a position in ARK Genomic Revolution ETF in Q4 2022 and held it in 9 quarters.
Insigneo Advisory Services's ARK Genomic Revolution ETF position peaked at $922K in Q2 2023.
214 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.