Blue Bell Private Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Blue Bell Private 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
2026 Q2	$1.59K	Hold	12	–	–	﹤0.01%	672
2026 Q1	$1.35K	Hold	12	–	–	﹤0.01%	671
2025 Q4	$1.38K	Hold	12	–	–	﹤0.01%	663
2025 Q3	$1.34K	Hold	12	–	–	﹤0.01%	665
2025 Q2	$1.07K	Hold	12	–	–	﹤0.01%	671
2025 Q1	$795	Hold	12	–	–	﹤0.01%	682
2024 Q4	$927	Hold	12	–	–	﹤0.01%	633
2024 Q3	$731	Hold	12	–	–	﹤0.01%	661
2024 Q2	$661	Hold	12	–	–	﹤0.01%	683
2024 Q1	$657	Hold	12	–	–	﹤0.01%	696
2023 Q4	$692	Hold	12	–	–	﹤0.01%	692
2023 Q3	$630	Hold	12	–	–	﹤0.01%	650
2023 Q2	$676	Hold	12	–	–	﹤0.01%	661
2023 Q1	$603	Hold	12	–	–	﹤0.01%	642
2022 Q4	$492	Sell	12 -1	-8%	-$44	﹤0.01%	673
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	644
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	686
2022 Q1	$1K	Sell	13 -60	-82%	-$3.98K	﹤0.01%	750
2021 Q4	$6K	Buy	+73	New	+$5.96K	﹤0.01%	486

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Blue Bell Private Wealth Management's ARKQ Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q2 2026 at 12 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Blue Bell Private Wealth Management first reported a position in ARKQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $6K in Q4 2021. 300 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

Blue Bell Private Wealth Management held 12 shares of ARK Autonomous Technology & Robotics ETF worth $1.59K as of Q2 2026.
Blue Bell Private Wealth Management left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q2 2026.
ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #672 holding.
Blue Bell Private Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $6K in Q4 2021.
300 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.