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Ark Etf Tr gen rev mltsct shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Ark Etf Tr gen rev mltsct (ARKG) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Ark Etf Tr gen rev mltsct

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All positions including Ark Etf Tr gen rev mltsct held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ark Etf Tr gen rev mltsct by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 6.0k 42.06

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Ark Etf Tr gen rev mltsct

Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Leucadia National Corporation
Susquehanna International
Citigroup
Bnp Paribas Arbitrage, Snc
UBS Group
Jane Street
Wells Fargo & Company
State of Wisconsin Investment Board
Citadel Advisors
LPL Financial
Bank of America Corporation
Affinity Asset Advisors

View all funds holding Ark Etf Tr gen rev mltsct