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Avior Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-2,520
Closed -$225K – 712
2025
Q2 		$225K Buy
+2,520
New +$189K 0.01% 641
2025
Q1 		– Sell
-2,620
Closed -$202K – 835
2024
Q4 		$202K Hold
2,620
– – 0.01% 700
2024
Q3 		$160K Sell
2,620
-9
-0.3% -$506 0.01% 757
2024
Q2 		$145K Buy
2,629
+444
+20% +$24K 0.01% 762
2024
Q1 		$120K Buy
2,185
+2,098
+2,411% +$114K 0.01% 888
2023
Q4 		$5.03K Sell
87
-100
-53% -$5.25K ﹤0.01% 1140
2023
Q3 		$9.82K Hold
187
– – ﹤0.01% 1047
2023
Q2 		$10.5K Hold
187
– – ﹤0.01% 1019
2023
Q1 		$9.41K Sell
187
-21
-10% -$999 ﹤0.01% 1061
2022
Q4 		$8.54K Buy
208
+68
+49% +$3K ﹤0.01% 880
2022
Q3 		$6K Buy
140
+21
+18% +$1.11K ﹤0.01% 910
2022
Q2 		$5K Hold
119
– – ﹤0.01% 845
2022
Q1 		$8K Hold
119
– – ﹤0.01% 854
2021
Q4 		$9K Buy
119
+100
+526% +$8.16K ﹤0.01% 816
2021
Q3 		$1K Buy
19
+4
+27% +$327 ﹤0.01% 970
2021
Q2 		$1K Sell
15
-15,958
-100% -$1.31M ﹤0.01% 937
2021
Q1 		$1.34M Buy
+15,973
New +$1.4M 0.14% 142

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
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management's ARKQ Position: Q3 2025 in Review

Avior Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2025, closing a stake of 2,520 shares — an estimated $225K sold.

Avior Wealth Management first reported a position in ARKQ in Q1 2021 and held it in 17 quarters. The position peaked at $1.34M in Q1 2021. 214 funds tracked by Wall St. Rank hold ARKQ as of Q3 2025.

  • Avior Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,520 ARK Autonomous Technology & Robotics ETF shares in Q3 2025, an estimated $225K.
  • Avior Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 17 quarters.
  • Avior Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $1.34M in Q1 2021.
  • 214 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.