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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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return