Optimum Investment Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Optimum Investment 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
2024 Q1	–	Sell	-10	Closed	-$330	–	642
2023 Q4	$330	Hold	10	–	–	﹤0.01%	622
2023 Q3	$280	Hold	10	–	–	﹤0.01%	691
2023 Q2	$343	Hold	10	–	–	﹤0.01%	692
2023 Q1	$303	Hold	10	–	–	﹤0.01%	724
2022 Q4	$284	Hold	10	–	–	﹤0.01%	746
2022 Q3	$0	Hold	10	–	–	﹤0.01%	808
2022 Q2	$0	Hold	10	–	–	﹤0.01%	825
2022 Q1	$0	Hold	10	–	–	﹤0.01%	831
2021 Q4	$1K	Buy	+10	New	+$691	﹤0.01%	795
2018 Q2	–	Sell	-600	Closed	-$15K	–	1057
2018 Q1	$15K	Buy	+600	New	+$16.3K	﹤0.01%	754

Other funds holding ARKG

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 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

Optimum Investment Advisors's ARKG Position: Q1 2024 in Review

Optimum Investment Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2024, closing a stake of 10 shares — an estimated $330 sold.

Optimum Investment Advisors first reported a position in ARKG in Q1 2018 and held it in 10 quarters. The position peaked at $15K in Q1 2018. 284 funds tracked by Wall St. Rank hold ARKG as of Q1 2024.

Optimum Investment Advisors reported no remaining ARK Genomic Revolution ETF position as of Q1 2024 after selling out during the quarter.
Optimum Investment Advisors sold 10 ARK Genomic Revolution ETF shares in Q1 2024, an estimated $330.
Optimum Investment Advisors first reported a position in ARK Genomic Revolution ETF in Q1 2018 and held it in 10 quarters.
Optimum Investment Advisors's ARK Genomic Revolution ETF position peaked at $15K in Q1 2018.
284 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.