Prosperity Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Prosperity Wealth Management’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 Q2	–	Sell	-40,515	Closed	-$1.17M	–	174
2024 Q1	$1.17M	Buy	+40,515	New	+$1.22M	0.55%	33
2023 Q4	–	Sell	-28,164	Closed	-$785K	–	147
2023 Q3	$785K	Buy	28,164 +9,035	+47%	+$295K	0.51%	34
2023 Q2	$652K	Buy	19,129 +705	+4%	+$22.2K	0.42%	32
2023 Q1	$554K	Buy	18,424 +2,805	+18%	+$86.9K	0.44%	44
2022 Q4	$441K	Buy	+15,619	New	+$496K	0.42%	54

Other funds holding ARKG

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

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

Prosperity Wealth Management's ARKG Position: Q2 2024 in Review

Prosperity Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2024, closing a stake of 40,515 shares — an estimated $1.17M sold.

Prosperity Wealth Management first reported a position in ARKG in Q4 2022 and held it in 5 quarters. The position peaked at $1.17M in Q1 2024. 263 funds tracked by Wall St. Rank hold ARKG as of Q2 2024.

Prosperity Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q2 2024 after selling out during the quarter.
Prosperity Wealth Management sold 40,515 ARK Genomic Revolution ETF shares in Q2 2024, an estimated $1.17M.
Prosperity Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2022 and held it in 5 quarters.
Prosperity Wealth Management's ARK Genomic Revolution ETF position peaked at $1.17M in Q1 2024.
263 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.