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Atomi Financial Group’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Atomi Financial Group’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
2026
Q1 		$885K Sell
7,866
-576
-7% -$70.9K 0.03% 476
2025
Q4 		$968K Sell
8,442
-1,250
-13% -$144K 0.03% 421
2025
Q3 		$1.08M Sell
9,692
-344
-3% -$34K 0.04% 352
2025
Q2 		$895K Sell
10,036
-302
-3% -$22.7K 0.03% 377
2025
Q1 		$685K Sell
10,338
-248
-2% -$18.9K 0.03% 409
2024
Q4 		$818K Sell
10,586
-765
-7% -$53.2K 0.04% 314
2024
Q3 		$692K Sell
11,351
-245
-2% -$13.8K 0.04% 344
2024
Q2 		$639K Sell
11,596
-4,201
-27% -$227K 0.05% 315
2024
Q1 		$864K Buy
15,797
+811
+5% +$44K 0.08% 210
2023
Q4 		$865K Sell
14,986
-88
-0.6% -$4.62K 0.12% 156
2023
Q3 		$791K Buy
+15,074
New +$832K 0.26% 101

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return