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

Summit Investment Advisory 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
2026
Q1 		$245K Buy
9,270
+495
+6% +$14.5K 0.09% 73
2025
Q4 		$254K Sell
8,775
-1,568
-15% -$47.1K 0.1% 71
2025
Q3 		$287K Sell
10,343
-670
-6% -$16.9K 0.11% 57
2025
Q2 		$268K Sell
11,013
-1,008
-8% -$22.1K 0.12% 58
2025
Q1 		$250K Sell
12,021
-3,230
-21% -$81.1K 0.12% 60
2024
Q4 		$359K Sell
15,251
-1,025
-6% -$25.2K 0.19% 45
2024
Q3 		$417K Buy
+16,276
New +$414K 0.22% 42
2024
Q2 		– Sell
-18,859
Closed -$542K – 42
2024
Q1 		$542K Sell
18,859
-561
-3% -$16.9K 0.32% 36
2023
Q4 		$637K Buy
19,420
+55
+0.3% +$1.5K 0.4% 31
2023
Q3 		$540K Buy
19,365
+42
+0.2% +$1.37K 0.4% 28
2023
Q2 		$659K Sell
19,323
-62
-0.3% -$1.95K 0.44% 28
2023
Q1 		$583K Buy
19,385
+109
+0.6% +$3.38K 0.41% 27
2022
Q4 		$544K Buy
+19,276
New +$612K 0.66% 24

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Investment Advisory Services's ARKG Position: Q1 2026 in Review

Summit Investment Advisory Services increased its ARK Genomic Revolution ETF (ARKG) stake by 5.6% in Q1 2026, buying an estimated $14.5K and bringing the position to 9,270 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #73.

Summit Investment Advisory Services first reported a position in ARKG in Q4 2022 and has held it in 13 quarters since. The position peaked at $659K in Q2 2023. 218 funds tracked by Wall St. Rank hold ARKG as of Q1 2026.

  • Summit Investment Advisory Services held 9,270 shares of ARK Genomic Revolution ETF worth $245K as of Q1 2026.
  • Summit Investment Advisory Services bought 495 ARK Genomic Revolution ETF shares in Q1 2026, an estimated $14.5K.
  • ARK Genomic Revolution ETF made up 0.09% of Summit Investment Advisory Services's portfolio in Q1 2026, its #73 holding.
  • Summit Investment Advisory Services first reported a position in ARK Genomic Revolution ETF in Q4 2022 and has held it in 13 quarters since.
  • Summit Investment Advisory Services's ARK Genomic Revolution ETF position peaked at $659K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.