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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $369B AUM 28.27% 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 $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Wealth Solutions's ARKQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 41% in Q2 2025, selling an estimated $234K and leaving 4,534 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1019.

Atria Wealth Solutions first reported a position in ARKQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.22M in Q1 2022. 181 funds tracked by Wall St. Rank hold ARKQ as of Q2 2025.

  • Atria Wealth Solutions held 4,534 shares of ARK Autonomous Technology & Robotics ETF worth $404K as of Q2 2025.
  • Atria Wealth Solutions sold 3,110 ARK Autonomous Technology & Robotics ETF shares in Q2 2025, an estimated $234K.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1019 holding.
  • Atria Wealth Solutions first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's ARK Autonomous Technology & Robotics ETF position peaked at $1.22M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.