Accel Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Accel Wealth Management’s Portfolio ARKQ Stock Details ARKQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-288	Closed	-$14.5K	–	213
2023 Q1	$14.5K	Hold	288	–	–	0.01%	791
2022 Q4	$11.8K	Hold	288	–	–	0.01%	673
2022 Q3	$14K	Hold	288	–	–	0.01%	652
2022 Q2	$15K	Hold	288	–	–	0.01%	607
2022 Q1	$20K	Hold	288	–	–	0.01%	556
2021 Q4	$22K	Hold	288	–	–	0.01%	546
2021 Q3	$22K	Buy	288 +48	+20%	+$3.92K	0.01%	477
2021 Q2	$21K	Hold	240	–	–	0.01%	524
2021 Q1	$20K	Sell	240 -1,473	-86%	-$129K	0.02%	500
2020 Q4	$131K	Buy	+1,713	New	+$113K	0.12%	171

Other funds holding ARKQ

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

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

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

Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accel Wealth Management's ARKQ Position: Q2 2023 in Review

Accel Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2023, closing a stake of 288 shares — an estimated $14.5K sold.

Accel Wealth Management first reported a position in ARKQ in Q4 2020 and held it in 10 quarters. The position peaked at $131K in Q4 2020. 166 funds tracked by Wall St. Rank hold ARKQ as of Q2 2023.

Accel Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 288 ARK Autonomous Technology & Robotics ETF shares in Q2 2023, an estimated $14.5K.
Accel Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $131K in Q4 2020.
166 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.