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

Lighthouse 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
2021
Q1 		$1.34M Buy
15,083
+3,827
+34% +$380K 0.41% 65
2020
Q4 		$1.05M Buy
+11,256
New +$897K 0.36% 65

Other funds holding ARKG

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lighthouse Financial Advisors's ARKG Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its ARK Genomic Revolution ETF (ARKG) stake by 34% in Q1 2021, buying an estimated $380K and bringing the position to 15,083 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #65.

Lighthouse Financial Advisors first reported a position in ARKG in Q4 2020 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold ARKG as of Q1 2021.

  • Lighthouse Financial Advisors held 15,083 shares of ARK Genomic Revolution ETF worth $1.34M as of Q1 2021.
  • Lighthouse Financial Advisors bought 3,827 ARK Genomic Revolution ETF shares in Q1 2021, an estimated $380K.
  • ARK Genomic Revolution ETF made up 0.41% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #65 holding.
  • Lighthouse Financial Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 2 quarters since.
  • 505 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.