Lindbrook Capital’s ARK Genomic Revolution ETF ARKG Stock Holding History

Lindbrook Capital’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	$1.76K	Hold	85	–	–	﹤0.01%	2317
2024 Q4	$2K	Sell	85 -105	-55%	-$2.58K	﹤0.01%	2305
2024 Q3	$4.86K	Sell	190 -400	-68%	-$10.2K	﹤0.01%	2024
2024 Q2	$13.9K	Hold	590	–	–	﹤0.01%	1448
2024 Q1	$17K	Hold	590	–	–	﹤0.01%	1297
2023 Q4	$19.4K	Hold	590	–	–	﹤0.01%	1198
2023 Q3	$16.4K	Hold	590	–	–	﹤0.01%	1158
2023 Q2	$20.1K	Sell	590 -7	-1%	-$220	﹤0.01%	1087
2023 Q1	$18K	Buy	597 +7	+1%	+$217	﹤0.01%	1123
2022 Q4	$16.7K	Buy	590 +100	+20%	+$3.17K	﹤0.01%	1161
2022 Q3	$16K	Hold	490	–	–	﹤0.01%	1092
2022 Q2	$15K	Hold	490	–	–	﹤0.01%	1081
2022 Q1	$23K	Buy	490 +80	+20%	+$3.81K	﹤0.01%	944
2021 Q4	$25K	Buy	410 +305	+290%	+$21.1K	﹤0.01%	938
2021 Q3	$8K	Buy	105 +100	+2,000%	+$8.39K	﹤0.01%	1070
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1908
2021 Q1	$0	Buy	5 +4	+400%	+$397	﹤0.01%	1869
2020 Q4	$0	Buy	+1	New	+$80	﹤0.01%	1770

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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

Lindbrook Capital's ARKG Position: Q1 2025 in Review

Lindbrook Capital held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2025 at 85 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Lindbrook Capital first reported a position in ARKG in Q4 2020 and has held it in 18 quarters since. The position peaked at $25K in Q4 2021. 216 funds tracked by Wall St. Rank hold ARKG as of Q1 2025.

Lindbrook Capital held 85 shares of ARK Genomic Revolution ETF worth $1.76K as of Q1 2025.
Lindbrook Capital left its ARK Genomic Revolution ETF share count unchanged in Q1 2025.
ARK Genomic Revolution ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2317 holding.
Lindbrook Capital first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 18 quarters since.
Lindbrook Capital's ARK Genomic Revolution ETF position peaked at $25K in Q4 2021.
216 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.