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Advyzon Investment Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Advyzon Investment 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
2025
Q4 		– Sell
-5,876
Closed -$656K – 571
2025
Q3 		$656K Sell
5,876
-16
-0.3% -$1.58K 0.11% 181
2025
Q2 		$525K Buy
5,892
+154
+3% +$11.6K 0.12% 171
2025
Q1 		$380K Buy
+5,738
New +$437K 0.13% 141

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advyzon Investment Management's ARKQ Position: Q4 2025 in Review

Advyzon Investment Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2025, closing a stake of 5,876 shares — an estimated $656K sold.

Advyzon Investment Management first reported a position in ARKQ in Q1 2025 and held it in 3 quarters. The position peaked at $656K in Q3 2025. 251 funds tracked by Wall St. Rank hold ARKQ as of Q4 2025.

  • Advyzon Investment Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 5,876 ARK Autonomous Technology & Robotics ETF shares in Q4 2025, an estimated $656K.
  • Advyzon Investment Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2025 and held it in 3 quarters.
  • Advyzon Investment Management's ARK Autonomous Technology & Robotics ETF position peaked at $656K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.