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Avantax Advisory Services’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Avantax Advisory 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
2025
Q2 		$3.32M Buy
37,278
+10,609
+40% +$798K 0.02% 584
2025
Q1 		$1.77M Buy
26,669
+5,292
+25% +$403K 0.01% 800
2024
Q4 		$1.65M Sell
21,377
-1,271
-6% -$88.3K 0.01% 811
2024
Q3 		$1.38M Sell
22,648
-1,023
-4% -$57.5K 0.01% 856
2024
Q2 		$1.3M Buy
23,671
+2,585
+12% +$140K 0.01% 846
2024
Q1 		$1.15M Buy
21,086
+2,700
+15% +$146K 0.01% 699
2023
Q4 		$1.06M Sell
18,386
-1,709
-9% -$89.8K 0.01% 687
2023
Q3 		$1.05M Buy
20,095
+14,266
+245% +$787K 0.01% 672
2023
Q2 		$329K Buy
+5,829
New +$289K ﹤0.01% 1139
2022
Q4 		– Sell
-4,467
Closed -$201K – 1424
2022
Q3 		$201K Sell
4,467
-571
-11% -$30.2K ﹤0.01% 1214
2022
Q2 		$252K Buy
5,038
+726
+17% +$40.7K ﹤0.01% 1093
2022
Q1 		$289K Buy
4,312
+695
+19% +$46.1K ﹤0.01% 1020
2021
Q4 		$279K Buy
3,617
+985
+37% +$80.4K ﹤0.01% 1010
2021
Q3 		$206K Sell
2,632
-339
-11% -$27.7K ﹤0.01% 1105
2021
Q2 		$258K Sell
2,971
-1,251
-30% -$103K ﹤0.01% 971
2021
Q1 		$358K Buy
+4,222
New +$371K 0.01% 734
2020
Q4 		– Sell
-3,542
Closed -$204K – 954
2020
Q3 		$204K Buy
+3,542
New +$194K ﹤0.01% 1215

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 $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

Avantax Advisory Services's ARKQ Position: Q2 2025 in Review

Avantax Advisory Services increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 40% in Q2 2025, buying an estimated $798K and bringing the position to 37,278 shares worth $3.32M. The position accounts for 0.02% of the portfolio, ranked #584.

Avantax Advisory Services first reported a position in ARKQ in Q3 2020 and has held it in 17 quarters since. 180 funds tracked by Wall St. Rank hold ARKQ as of Q2 2025.

  • Avantax Advisory Services held 37,278 shares of ARK Autonomous Technology & Robotics ETF worth $3.32M as of Q2 2025.
  • Avantax Advisory Services bought 10,609 ARK Autonomous Technology & Robotics ETF shares in Q2 2025, an estimated $798K.
  • ARK Autonomous Technology & Robotics ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #584 holding.
  • Avantax Advisory Services first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2020 and has held it in 17 quarters since.
  • 180 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.