Physician Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Physician Wealth 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
2026 Q2	$4.75K	Hold	113	–	–	﹤0.01%	1122
2026 Q1	$2.99K	Hold	113	–	–	﹤0.01%	1182
2025 Q4	$3.27K	Hold	113	–	–	﹤0.01%	1099
2025 Q3	$3.14K	Sell	113 -220	-66%	-$5.56K	﹤0.01%	1054
2025 Q2	$8.11K	Hold	333	–	–	﹤0.01%	680
2025 Q1	$6.91K	Hold	333	–	–	﹤0.01%	680
2024 Q4	$7.84K	Buy	+333	New	+$8.2K	﹤0.01%	666
2021 Q4	–	Sell	-2,808	Closed	-$211K	–	160
2021 Q3	$211K	Buy	2,808 +259	+10%	+$21.7K	0.06%	150
2021 Q2	$220K	Buy	+2,549	New	+$217K	0.06%	141

Other funds holding ARKG

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's ARKG Position: Q2 2026 in Review

Physician Wealth Advisors held its ARK Genomic Revolution ETF (ARKG) position steady in Q2 2026 at 113 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Physician Wealth Advisors first reported a position in ARKG in Q2 2021 and has held it in 9 quarters since. The position peaked at $220K in Q2 2021. 41 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Physician Wealth Advisors held 113 shares of ARK Genomic Revolution ETF worth $4.75K as of Q2 2026.
Physician Wealth Advisors left its ARK Genomic Revolution ETF share count unchanged in Q2 2026.
ARK Genomic Revolution ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1122 holding.
Physician Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q2 2021 and has held it in 9 quarters since.
Physician Wealth Advisors's ARK Genomic Revolution ETF position peaked at $220K in Q2 2021.
41 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.