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Atria Wealth Solutions’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Atria Wealth Solutions’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
Q2 		$404K Sell
4,534
-3,110
-41% -$234K 0.01% 1019
2025
Q1 		$506K Sell
7,644
-212
-3% -$16.2K 0.01% 1197
2024
Q4 		$607K Buy
7,856
+4,060
+107% +$282K 0.01% 1165
2024
Q3 		$231K Sell
3,796
-604
-14% -$33.9K ﹤0.01% 1681
2024
Q2 		$242K Sell
4,400
-1,202
-21% -$65K ﹤0.01% 1635
2024
Q1 		$306K Sell
5,602
-7,812
-58% -$424K ﹤0.01% 1546
2023
Q4 		$774K Sell
13,414
-1,558
-10% -$81.8K 0.01% 987
2023
Q3 		$785K Sell
14,972
-3
-0% -$166 0.01% 925
2023
Q2 		$844K Buy
14,975
+3,369
+29% +$167K 0.01% 918
2023
Q1 		$584K Sell
11,606
-3,341
-22% -$159K 0.01% 1039
2022
Q4 		$613K Buy
14,947
+8
+0.1% +$352 0.01% 983
2022
Q3 		$673K Sell
14,939
-3,831
-20% -$202K 0.01% 880
2022
Q2 		$940K Buy
18,770
+730
+4% +$40.9K 0.02% 723
2022
Q1 		$1.22M Buy
+18,040
New +$1.2M 0.02% 643

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return