Ahrens Investment Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Ahrens Investment Partners’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 Q1	$15.3K	Buy	+305	New	+$14.5K	0.01%	525
2022 Q3	–	Sell	-1,060	Closed	-$53K	–	203
2022 Q2	$53K	Sell	1,060 -558	-34%	-$31.3K	0.02%	321
2022 Q1	$109K	Sell	1,618 -3,380	-68%	-$224K	0.03%	254
2021 Q4	$385K	Sell	4,998 -2,678	-35%	-$219K	0.17%	118
2021 Q3	$599K	Sell	7,676 -865	-10%	-$70.7K	0.29%	90
2021 Q2	$736K	Sell	8,541 -23,317	-73%	-$1.92M	0.34%	83
2021 Q1	$2.67M	Buy	31,858 +7,404	+30%	+$651K	1.35%	13
2020 Q4	$1.87M	Buy	+24,454	New	+$1.62M	1%	26

Other funds holding ARKQ

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's ARKQ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2023: 305 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ARKQ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ARKQ in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.67M in Q1 2021. 160 funds tracked by Wall St. Rank hold ARKQ as of Q1 2023.

Ahrens Investment Partners held 305 shares of ARK Autonomous Technology & Robotics ETF worth $15.3K as of Q1 2023.
ARK Autonomous Technology & Robotics ETF was a new Ahrens Investment Partners position in Q1 2023.
ARK Autonomous Technology & Robotics ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #525 holding.
Ahrens Investment Partners first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 8 quarters since.
Ahrens Investment Partners's ARK Autonomous Technology & Robotics ETF position peaked at $2.67M in Q1 2021.
160 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.