Sowell Financial Services’s ARK Genomic Revolution ETF ARKG Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-16,593	Closed	-$344K	–	1043
2025 Q1	$344K	Buy	+16,593	New	+$417K	0.02%	709
2023 Q3	–	Sell	-10,585	Closed	-$361K	–	509
2023 Q2	$361K	Buy	10,585 +225	+2%	+$7.07K	0.02%	493
2023 Q1	$312K	Buy	+10,360	New	+$321K	0.02%	542
2021 Q2	–	Sell	-7,001	Closed	-$559K	–	654
2021 Q1	$559K	Buy	7,001 +1,617	+30%	+$160K	0.02%	604
2020 Q4	$502K	Buy	5,384 +1,849	+52%	+$147K	0.02%	525
2020 Q3	$225K	Buy	3,535 +612	+21%	+$35.9K	0.01%	690
2020 Q2	$152K	Buy	2,923 +130	+5%	+$5.58K	0.01%	819
2020 Q1	$87K	Buy	2,793 +253	+10%	+$8.45K	0.01%	889
2019 Q4	$85K	Hold	2,540	–	–	0.01%	965
2019 Q3	$75K	Buy	+2,540	New	+$82.6K	0.01%	894

Other funds holding ARKG

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's ARKG Position: Q2 2025 in Review

Sowell Financial Services sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2025, closing a stake of 16,593 shares — an estimated $344K sold.

Sowell Financial Services first reported a position in ARKG in Q3 2019 and held it in 10 quarters. The position peaked at $559K in Q1 2021. 215 funds tracked by Wall St. Rank hold ARKG as of Q2 2025.

Sowell Financial Services reported no remaining ARK Genomic Revolution ETF position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 16,593 ARK Genomic Revolution ETF shares in Q2 2025, an estimated $344K.
Sowell Financial Services first reported a position in ARK Genomic Revolution ETF in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's ARK Genomic Revolution ETF position peaked at $559K in Q1 2021.
215 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.