AVANTAX ADVISORY SERVICES, INC. ARKG β€” ARK ETF TR

Ownership history in AVANTAX ADVISORY SERVICES, INC.  Β·  17 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported ARK ETF TR (ARKG) in 17 quarterly 13F filings from 2024 Q2 through 2025 Q1. The latest visible filing shows ARKG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARKG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in ARK ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

ARKG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARKG stock page AVANTAX ADVISORY SERVICES, INC. fund profile AVANTAX ADVISORY SERVICES, INC. full holdings
How AVANTAX ADVISORY SERVICES, INC. held ARKG β€” position size vs. price
% of Fund (quarterly)    ARKG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 33.3% +17.3% ❌ 19,147 -9,554 -33.3% 0.00% $397K 2025-05-06 $20.34
2024 Q4 ADDED β€” β€” β€” 28,701 +702 +2.5% 0.00% $676K 2025-02-10 $26.48
2024 Q3 ADDED β€” β€” β€” 27,999 +12,600 +81.8% 0.00% $717K 2024-11-13 $25.65
2024 Q2 ADDED β€” β€” β€” 15,399 +8,440 +121.3% 0.00% $362K 2024-08-09 $24.28
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ARKG

As of 2026 Q1 β€” sorted by position size

Midwest Financial Partners Investments, Inc. 2.93% Lauer Wealth, LLC 0.5% Post Resch Tallon Group Inc. 0.49% Prospect Financial Services LLC 0.27% Medallion Wealth Advisors, LLC 0.17% Purus Wealth Management, LLC 3Y 0.16% NORTHBRIDGE FINANCIAL GROUP, LLC 0.1% Summit Investment Advisory Services, LLC 3Y 0.09% Wealth Management Partners, LLC 3Y 0.06% Cambridge Advisors Inc. 3Y 7Y 0.05%

FAQ About AVANTAX ADVISORY SERVICES, INC. and ARKG

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning ARKG?

AVANTAX ADVISORY SERVICES, INC. reported ARKG across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q1.

What was the largest reported ARKG position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for ARKG was 0.00% in 2024 Q3.

What is the latest reported ARKG position on this page?

The most recent filing on this page is 2025 Q1, when AVANTAX ADVISORY SERVICES, INC. reported 19,147 shares, equal to 0.00% of portfolio, with an estimated market value of $397K.

What does the chart on this ARKG ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly ARKG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AVANTAX ADVISORY SERVICES, INC. time their ARKG position?

Based on 13F filing dates vs. subsequent ARKG price moves, AVANTAX ADVISORY SERVICES, INC. correctly timed 13 out of 16 reported position changes (81%). The annualised alpha on ARKG relative to SPY over the holding period was -31.0%.

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