Annapolis Financial Services’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Annapolis Financial Services’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
2024 Q3	$1.83K	Hold	30	–	–	﹤0.01%	353
2024 Q2	$1.65K	Hold	30	–	–	﹤0.01%	340
2024 Q1	$1.64K	Hold	30	–	–	﹤0.01%	337
2023 Q4	$1.73K	Hold	30	–	–	﹤0.01%	437
2023 Q3	$1.57K	Hold	30	–	–	﹤0.01%	436
2023 Q2	$1.69K	Hold	30	–	–	﹤0.01%	442
2023 Q1	$1.51K	Hold	30	–	–	﹤0.01%	410
2022 Q4	$1.23K	Hold	30	–	–	﹤0.01%	405
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	467
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	384
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	401
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	400
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	390
2021 Q2	$3K	Sell	30 -107	-78%	-$8.79K	﹤0.01%	349
2021 Q1	$12K	Buy	137 +107	+357%	+$9.4K	﹤0.01%	242
2020 Q4	$2K	Buy	+30	New	+$1.98K	﹤0.01%	357

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HFM

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

Annapolis Financial Services's ARKQ Position: Q3 2024 in Review

Annapolis Financial Services held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q3 2024 at 30 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Annapolis Financial Services first reported a position in ARKQ in Q4 2020 and has held it in 16 quarters since. The position peaked at $12K in Q1 2021. 152 funds tracked by Wall St. Rank hold ARKQ as of Q3 2024.

Annapolis Financial Services held 30 shares of ARK Autonomous Technology & Robotics ETF worth $1.83K as of Q3 2024.
Annapolis Financial Services left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q3 2024.
ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #353 holding.
Annapolis Financial Services first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's ARK Autonomous Technology & Robotics ETF position peaked at $12K in Q1 2021.
152 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.