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Strategic Wealth Investment Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-1,556
Closed -$37.9K – 136
2025
Q2 		$37.9K Buy
+1,556
New +$34.1K 0.05% 66
2023
Q4 		$1.71M Sell
52,244
-415
-0.8% -$11.3K 0.26% 52
2023
Q3 		$1.47M Sell
52,659
-650
-1% -$21.2K 0.27% 52
2023
Q2 		$1.82M Buy
53,309
+8,931
+20% +$281K 0.29% 60
2023
Q1 		$1.33M Buy
44,378
+4,177
+10% +$129K 0.25% 62
2022
Q4 		$1.32M Buy
40,201
+3,864
+11% +$123K 0.31% 56
2022
Q3 		$1.19M Buy
36,337
+4,382
+14% +$161K 0.34% 52
2022
Q2 		$1.01M Buy
31,955
+8,000
+33% +$280K 0.25% 71
2022
Q1 		$1.1M Buy
23,955
+6,518
+37% +$311K 0.26% 51
2021
Q4 		$1.07M Buy
17,437
+2,115
+14% +$146K 0.28% 52
2021
Q3 		$1.15M Buy
15,322
+3,810
+33% +$320K 0.34% 48
2021
Q2 		$1.06M Buy
11,512
+3,150
+38% +$268K 0.38% 43
2021
Q1 		$742K Buy
8,362
+366
+5% +$36.3K 0.36% 46
2020
Q4 		$746K Sell
7,996
-767
-9% -$61.1K 0.44% 47
2020
Q3 		$558K Buy
8,763
+897
+11% +$52.6K 0.42% 53
2020
Q2 		$410K Buy
+7,866
New +$337K 0.4% 56

Other funds holding ARKG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Investment Group's ARKG Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2025, closing a stake of 1,556 shares — an estimated $37.9K sold.

Strategic Wealth Investment Group first reported a position in ARKG in Q2 2020 and held it in 16 quarters. The position peaked at $1.82M in Q2 2023. 231 funds tracked by Wall St. Rank hold ARKG as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining ARK Genomic Revolution ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 1,556 ARK Genomic Revolution ETF shares in Q3 2025, an estimated $37.9K.
  • Strategic Wealth Investment Group first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 16 quarters.
  • Strategic Wealth Investment Group's ARK Genomic Revolution ETF position peaked at $1.82M in Q2 2023.
  • 231 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.