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Legend Financial Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-281
Closed -$6.62K – 47
2024
Q4 		$6.62K Buy
+281
New +$6.92K ﹤0.01% 138
2024
Q3 		– Sell
-281
Closed -$6.6K – 168
2024
Q2 		$6.6K Buy
+281
New +$7.09K ﹤0.01% 177
2022
Q2 		– Sell
-217,297
Closed -$16.2M – 32
2022
Q1 		$16.2M Buy
217,297
+85,480
+65% +$4.08M 10.31% 5
2021
Q4 		$8.07M Sell
131,817
-85,480
-39% -$5.91M 5.63% 8
2021
Q3 		$16.2M Buy
217,297
+17,255
+9% +$1.45M 10.31% 5
2021
Q2 		$18.5M Buy
200,042
+182,798
+1,060% +$15.5M 11.91% 4
2021
Q1 		$1.53M Sell
17,244
-186,092
-92% -$18.5M 11.61% 3
2020
Q4 		$19M Sell
203,336
-46,091
-18% -$3.67M 15.37% 3
2020
Q3 		$15.9M Sell
249,427
-2,948
-1% -$173K 12.57% 4
2020
Q2 		$13.2M Buy
252,375
+236,467
+1,486% +$10.1M 8.28% 6
2020
Q1 		$497K Buy
+15,908
New +$532K 0.45% 19
2019
Q4 		– Sell
-36,985
Closed -$1.09M – 31
2019
Q3 		$1.09M Buy
36,985
+1,439
+4% +$46.8K 0.93% 17
2019
Q2 		$1.22M Buy
35,546
+13,303
+60% +$426K 1.08% 16
2019
Q1 		$731K Buy
+22,243
New +$657K 0.8% 18

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Legend Financial Advisors's ARKG Position: Q1 2025 in Review

Legend Financial Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2025, closing a stake of 281 shares — an estimated $6.62K sold.

Legend Financial Advisors first reported a position in ARKG in Q1 2019 and held it in 14 quarters. The position peaked at $19M in Q4 2020. 214 funds tracked by Wall St. Rank hold ARKG as of Q1 2025.

  • Legend Financial Advisors reported no remaining ARK Genomic Revolution ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 281 ARK Genomic Revolution ETF shares in Q1 2025, an estimated $6.62K.
  • Legend Financial Advisors first reported a position in ARK Genomic Revolution ETF in Q1 2019 and held it in 14 quarters.
  • Legend Financial Advisors's ARK Genomic Revolution ETF position peaked at $19M in Q4 2020.
  • 214 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.