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ATX Financial Planning’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

ATX Financial Planning’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
Q3 		$346K Sell
2,851
-258
-8% -$31.6K 0.22% 66
2026
Q2 		$411K Sell
3,109
-158
-5% -$20.5K 0.27% 58
2026
Q1 		$367K Buy
3,267
+1,360
+71% +$167K 0.28% 56
2025
Q4 		$219K Buy
+1,907
New +$220K 0.17% 84

Other funds holding ARKQ

TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ATX Financial Planning's ARKQ Position: Q3 2026 in Review

ATX Financial Planning reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 8.3% in Q3 2026, selling an estimated $31.6K and leaving 2,851 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #66.

ATX Financial Planning first reported a position in ARKQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $411K in Q2 2026. 23 funds tracked by Wall St. Rank hold ARKQ as of Q3 2026.

  • ATX Financial Planning held 2,851 shares of ARK Autonomous Technology & Robotics ETF worth $346K as of Q3 2026.
  • ATX Financial Planning sold 258 ARK Autonomous Technology & Robotics ETF shares in Q3 2026, an estimated $31.6K.
  • ARK Autonomous Technology & Robotics ETF made up 0.22% of ATX Financial Planning's portfolio in Q3 2026, its #66 holding.
  • ATX Financial Planning first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2025 and has held it in 4 quarters since.
  • ATX Financial Planning's ARK Autonomous Technology & Robotics ETF position peaked at $411K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.