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

SOA 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
2025 Q4	–	Sell	-155	Closed	-$4.3K	–	872
2025 Q3	$4.3K	Hold	155	–	–	﹤0.01%	678
2025 Q2	$3.77K	Sell	155 -155	-50%	-$3.4K	﹤0.01%	670
2025 Q1	$6.44K	Hold	310	–	–	﹤0.01%	613
2024 Q4	$7.3K	Hold	310	–	–	﹤0.01%	586
2024 Q3	$7.94K	Hold	310	–	–	﹤0.01%	563
2024 Q2	$7.28K	Hold	310	–	–	﹤0.01%	571
2024 Q1	$8.92K	Hold	310	–	–	﹤0.01%	552
2023 Q4	$10.2K	Sell	310 -593	-66%	-$16.1K	﹤0.01%	520
2023 Q3	$25.2K	Hold	903	–	–	0.01%	380
2023 Q2	$30.8K	Hold	903	–	–	0.01%	352
2023 Q1	$27.2K	Hold	903	–	–	0.01%	371
2022 Q4	$25.5K	Sell	903 -420	-32%	-$13.3K	0.01%	373
2022 Q3	$43K	Hold	1,323	–	–	0.01%	287
2022 Q2	$41K	Sell	1,323 -46,874	-97%	-$1.64M	0.01%	287
2022 Q1	$2.21M	Sell	48,197 -12,147	-20%	-$579K	0.54%	48
2021 Q4	$3.75M	Sell	60,344 -11,514	-16%	-$796K	0.91%	28
2021 Q3	$5.37M	Sell	71,858 -1,798	-2%	-$151K	1.38%	18
2021 Q2	$6.81M	Buy	73,656 +1,414	+2%	+$120K	1.75%	11
2021 Q1	$6.41M	Sell	72,242 -5,605	-7%	-$556K	1.79%	13
2020 Q4	$8.61M	Buy	+77,847	New	+$6.2M	2.34%	9

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

SOA Wealth Advisors's ARKG Position: Q4 2025 in Review

SOA Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2025, closing a stake of 155 shares — an estimated $4.3K sold.

SOA Wealth Advisors first reported a position in ARKG in Q4 2020 and held it in 20 quarters. The position peaked at $8.61M in Q4 2020. 238 funds tracked by Wall St. Rank hold ARKG as of Q4 2025.

SOA Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 155 ARK Genomic Revolution ETF shares in Q4 2025, an estimated $4.3K.
SOA Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's ARK Genomic Revolution ETF position peaked at $8.61M in Q4 2020.
238 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.