Summit Investment Advisory Services’s ARK Genomic Revolution ETF ARKG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,021
Closed -$250K 56
2025
Q1
$250K Sell
12,021
-3,230
-21% -$67.1K 0.12% 60
2024
Q4
$359K Sell
15,251
-1,025
-6% -$24.1K 0.19% 45
2024
Q3
$417K Buy
+16,276
New +$417K 0.22% 42
2024
Q2
Sell
-18,859
Closed -$542K 42
2024
Q1
$542K Sell
18,859
-561
-3% -$16.1K 0.32% 36
2023
Q4
$637K Buy
19,420
+55
+0.3% +$1.81K 0.4% 31
2023
Q3
$540K Buy
19,365
+42
+0.2% +$1.17K 0.4% 28
2023
Q2
$659K Sell
19,323
-62
-0.3% -$2.11K 0.44% 28
2023
Q1
$583K Buy
19,385
+109
+0.6% +$3.28K 0.41% 27
2022
Q4
$544K Buy
+19,276
New +$544K 0.66% 24