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

Norris 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
2021 Q2	–	Sell	-10,005	Closed	-$888K	–	83
2021 Q1	$888K	Sell	10,005 -3,498	-26%	-$347K	0.65%	41
2020 Q4	$1.26M	Sell	13,503 -1,619	-11%	-$129K	0.99%	27
2020 Q3	$963K	Buy	+15,122	New	+$886K	0.82%	30

Other funds holding ARKG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Norris Financial Group's ARKG Position: Q2 2021 in Review

Norris Financial Group sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2021, closing a stake of 10,005 shares — an estimated $888K sold.

Norris Financial Group first reported a position in ARKG in Q3 2020 and held it in 3 quarters. The position peaked at $1.26M in Q4 2020. 514 funds tracked by Wall St. Rank hold ARKG as of Q2 2021.

Norris Financial Group reported no remaining ARK Genomic Revolution ETF position as of Q2 2021 after selling out during the quarter.
Norris Financial Group sold 10,005 ARK Genomic Revolution ETF shares in Q2 2021, an estimated $888K.
Norris Financial Group first reported a position in ARK Genomic Revolution ETF in Q3 2020 and held it in 3 quarters.
Norris Financial Group's ARK Genomic Revolution ETF position peaked at $1.26M in Q4 2020.
514 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2021.

Based on Norris Financial Group's 13F filing for Q2 2021, filed 20 May 2026.