Sweet Financial Partners’s ARK Genomic Revolution ETF ARKG Stock Holding History

Sweet Financial Partners’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
2024 Q3	$410K	Hold	16,000	–	–	0.09%	137
2024 Q2	$376K	Sell	16,000 -500	-3%	-$12.6K	0.09%	139
2024 Q1	$475K	Buy	16,500 +500	+3%	+$15K	0.11%	128
2023 Q4	$525K	Buy	+16,000	New	+$435K	0.12%	118
2023 Q3	–	Sell	-6,350	Closed	-$216K	–	172
2023 Q2	$216K	Buy	+6,350	New	+$200K	0.06%	165

Other funds holding ARKG

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 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

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

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

Sweet Financial Partners's ARKG Position: Q3 2024 in Review

Sweet Financial Partners held its ARK Genomic Revolution ETF (ARKG) position steady in Q3 2024 at 16,000 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #137.

Sweet Financial Partners first reported a position in ARKG in Q2 2023 and has held it in 5 quarters since. The position peaked at $525K in Q4 2023. 240 funds tracked by Wall St. Rank hold ARKG as of Q3 2024.

Sweet Financial Partners held 16,000 shares of ARK Genomic Revolution ETF worth $410K as of Q3 2024.
Sweet Financial Partners left its ARK Genomic Revolution ETF share count unchanged in Q3 2024.
ARK Genomic Revolution ETF made up 0.09% of Sweet Financial Partners's portfolio in Q3 2024, its #137 holding.
Sweet Financial Partners first reported a position in ARK Genomic Revolution ETF in Q2 2023 and has held it in 5 quarters since.
Sweet Financial Partners's ARK Genomic Revolution ETF position peaked at $525K in Q4 2023.
240 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.