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

Oxford 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
2026 Q1	$29K	Hold	1,099	–	–	﹤0.01%	277
2025 Q4	$31.8K	Hold	1,099	–	–	﹤0.01%	259
2025 Q3	$30.5K	Hold	1,099	–	–	﹤0.01%	249
2025 Q2	$26.8K	Hold	1,099	–	–	﹤0.01%	237
2025 Q1	$22.8K	Hold	1,099	–	–	﹤0.01%	243
2024 Q4	$25.9K	Hold	1,099	–	–	﹤0.01%	277
2024 Q3	$28.1K	Hold	1,099	–	–	﹤0.01%	269
2024 Q2	$25.8K	Hold	1,099	–	–	﹤0.01%	293
2024 Q1	$31.6K	Sell	1,099 -20	-2%	-$601	﹤0.01%	254
2023 Q4	$36.7K	Hold	1,119	–	–	﹤0.01%	268
2023 Q3	$31.2K	Hold	1,119	–	–	﹤0.01%	245
2023 Q2	$38.2K	Hold	1,119	–	–	﹤0.01%	258
2023 Q1	$33.7K	Buy	1,119 +20	+2%	+$620	﹤0.01%	227
2022 Q4	$31K	Hold	1,099	–	–	﹤0.01%	228
2022 Q3	$36K	Sell	1,099 -20	-2%	-$734	0.01%	203
2022 Q2	$35K	Buy	1,119 +20	+2%	+$699	0.01%	225
2022 Q1	$50K	Hold	1,099	–	–	0.01%	221
2021 Q4	$67K	Hold	1,099	–	–	0.01%	231
2021 Q3	$82K	Hold	1,099	–	–	0.01%	203
2021 Q2	$102K	Buy	1,099 +391	+55%	+$33.2K	0.01%	188
2021 Q1	$63K	Buy	+708	New	+$70.2K	0.01%	187

Other funds holding ARKG

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Oxford Financial Group's ARKG Position: Q1 2026 in Review

Oxford Financial Group held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2026 at 1,099 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Oxford Financial Group first reported a position in ARKG in Q1 2021 and has held it in 21 quarters since. The position peaked at $102K in Q2 2021. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

Oxford Financial Group held 1,099 shares of ARK Genomic Revolution ETF worth $29K as of Q1 2026.
Oxford Financial Group left its ARK Genomic Revolution ETF share count unchanged in Q1 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #277 holding.
Oxford Financial Group first reported a position in ARK Genomic Revolution ETF in Q1 2021 and has held it in 21 quarters since.
Oxford Financial Group's ARK Genomic Revolution ETF position peaked at $102K in Q2 2021.
218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.