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

SHP 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
2026
Q2 		$12.9K Sell
307
-169
-36% -$5.38K ﹤0.01% 896
2026
Q1 		$12.6K Buy
476
+169
+55% +$4.95K ﹤0.01% 842
2025
Q4 		$8.89K Buy
+307
New +$9.21K ﹤0.01% 863

Other funds holding ARKG

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SHP Wealth Management's ARKG Position: Q2 2026 in Review

SHP Wealth Management reduced its ARK Genomic Revolution ETF (ARKG) stake by 36% in Q2 2026, selling an estimated $5.38K and leaving 307 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

SHP Wealth Management first reported a position in ARKG in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

  • SHP Wealth Management held 307 shares of ARK Genomic Revolution ETF worth $12.9K as of Q2 2026.
  • SHP Wealth Management sold 169 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $5.38K.
  • ARK Genomic Revolution ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #896 holding.
  • SHP Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.