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 Q2	$366K	Sell	8,704 -566	-6%	-$18K	0.09%	62
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Summit Investment Advisory Services's ARKG Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its ARK Genomic Revolution ETF (ARKG) stake by 6.1% in Q2 2026, selling an estimated $18K and leaving 8,704 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #62.

Summit Investment Advisory Services first reported a position in ARKG in Q4 2022 and has held it in 14 quarters since. The position peaked at $659K in Q2 2023. 272 funds tracked by Wall St. Rank hold ARKG as of Q2 2026.

Summit Investment Advisory Services held 8,704 shares of ARK Genomic Revolution ETF worth $366K as of Q2 2026.
Summit Investment Advisory Services sold 566 ARK Genomic Revolution ETF shares in Q2 2026, an estimated $18K.
ARK Genomic Revolution ETF made up 0.09% of Summit Investment Advisory Services's portfolio in Q2 2026, its #62 holding.
Summit Investment Advisory Services first reported a position in ARK Genomic Revolution ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's ARK Genomic Revolution ETF position peaked at $659K in Q2 2023.
272 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.