RAFFA WEALTH MANAGEMENT, LLC’s ARK Genomic Revolution ETF ARKG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025 Q4	–	Sell	-154	Closed	-$4.28K	–	1168
2025 Q3	$4.28K	Hold	154	–	–	﹤0.01%	516
2025 Q2	$3.75K	Hold	154	–	–	﹤0.01%	554
2025 Q1	$3.2K	Hold	154	–	–	﹤0.01%	523
2024 Q4	$3.63K	Hold	154	–	–	﹤0.01%	515
2024 Q3	$3.94K	Hold	154	–	–	﹤0.01%	463
2024 Q2	$3.62K	Hold	154	–	–	﹤0.01%	592
2024 Q1	$4.43K	Hold	154	–	–	﹤0.01%	527
2023 Q4	$5.05K	Hold	154	–	–	﹤0.01%	391
2023 Q3	$4.29K	Hold	154	–	–	﹤0.01%	406
2023 Q2	$5.25K	Hold	154	–	–	﹤0.01%	381
2023 Q1	$4.63K	Hold	154	–	–	﹤0.01%	423
2022 Q4	$4.35K	Hold	154	–	–	﹤0.01%	412
2022 Q3	$5.06K	Hold	154	–	–	﹤0.01%	384
2022 Q2	$4.85K	Hold	154	–	–	﹤0.01%	399
2022 Q1	$7.07K	Hold	154	–	–	﹤0.01%	338
2021 Q4	$9.43K	Hold	154	–	–	﹤0.01%	317
2021 Q3	$11.5K	Hold	154	–	–	﹤0.01%	247
2021 Q2	$14.2K	Hold	154	–	–	﹤0.01%	226
2021 Q1	$13.7K	Buy	+154	New	+$15.3K	﹤0.01%	241
2019 Q1	–	Sell	-17,965	Closed	-$431K	–	720
2018 Q4	$431K	Sell	17,965 -35	-0.2%	-$986	0.16%	38
2018 Q3	$602K	Buy	+18,000	New	+$570K	0.21%	37

Other funds holding ARKG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ARKG Position: Q4 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2025, closing a stake of 154 shares — an estimated $4.28K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ARKG in Q3 2018 and held it in 21 quarters. The position peaked at $602K in Q3 2018. 238 funds tracked by Wall St. Rank hold ARKG as of Q4 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining ARK Genomic Revolution ETF position as of Q4 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 154 ARK Genomic Revolution ETF shares in Q4 2025, an estimated $4.28K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in ARK Genomic Revolution ETF in Q3 2018 and held it in 21 quarters.
RAFFA WEALTH MANAGEMENT, LLC's ARK Genomic Revolution ETF position peaked at $602K in Q3 2018.
238 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2025, filed 27 Jul 2026.