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

Avondale 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
-345
Closed -$30.8K – 63
2025
Q2 		$30.8K Hold
345
– – 0.02% 101
2025
Q1 		$22.9K Hold
345
– – 0.01% 99
2024
Q4 		$26.7K Sell
345
-275
-44% -$19.1K 0.02% 98
2024
Q3 		$37.8K Sell
620
-917
-60% -$51.5K 0.02% 92
2024
Q2 		$84.7K Hold
1,537
– – 0.06% 70
2024
Q1 		$84.1K Hold
1,537
– – 0.06% 68
2023
Q4 		$88.7K Hold
1,537
– – 0.07% 62
2023
Q3 		$80.6K Sell
1,537
-300
-16% -$16.6K 0.07% 68
2023
Q2 		$104K Hold
1,837
– – 0.09% 62
2023
Q1 		$92.4K Hold
1,837
– – 0.08% 64
2022
Q4 		$75.3K Sell
1,837
-978
-35% -$43.1K 0.07% 62
2022
Q3 		$127K Buy
2,815
+56
+2% +$2.96K 0.14% 44
2022
Q2 		$138K Buy
2,759
+622
+29% +$34.9K 0.16% 41
2022
Q1 		$145K Buy
2,137
+1,862
+677% +$124K 0.17% 47
2021
Q4 		$21K Hold
275
– – 0.02% 90
2021
Q3 		$21K Sell
275
-500
-65% -$40.9K 0.02% 94
2021
Q2 		$67K Sell
775
-500
-39% -$41.1K 0.06% 64
2021
Q1 		$107K Buy
1,275
+1,000
+364% +$87.9K 0.11% 51
2020
Q4 		$21K Buy
+275
New +$18.2K 0.02% 80

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

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

Avondale Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2025, closing a stake of 345 shares — an estimated $30.8K sold.

Avondale Wealth Management first reported a position in ARKQ in Q4 2020 and held it in 19 quarters. The position peaked at $145K in Q1 2022. 214 funds tracked by Wall St. Rank hold ARKQ as of Q3 2025.

  • Avondale Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 345 ARK Autonomous Technology & Robotics ETF shares in Q3 2025, an estimated $30.8K.
  • Avondale Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 19 quarters.
  • Avondale Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $145K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.