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Boreal Capital Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Boreal Capital 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
Q1 		– Sell
-150
Closed -$17.2K – 505
2025
Q4 		$17.2K Hold
150
– – 0.01% 285
2025
Q3 		$16.7K Hold
150
– – 0.01% 294
2025
Q2 		$13.4K Buy
+150
New +$11.3K 0.01% 314

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boreal Capital Management's ARKQ Position: Q1 2026 in Review

Boreal Capital Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2026, closing a stake of 150 shares — an estimated $17.2K sold.

Boreal Capital Management first reported a position in ARKQ in Q2 2025 and held it in 3 quarters. The position peaked at $17.2K in Q4 2025. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • Boreal Capital Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 150 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $17.2K.
  • Boreal Capital Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's ARK Autonomous Technology & Robotics ETF position peaked at $17.2K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.