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

Capital Advisory Group 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
2021 Q2	–	Sell	-194	Closed	-$16K	–	536
2021 Q1	$16K	Hold	194	–	–	0.01%	332
2020 Q4	$15K	Buy	194 +170	+708%	+$11.2K	0.01%	328
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	456
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	434
2020 Q1	$1K	Buy	+24	New	+$901	﹤0.01%	399

Other funds holding ARKQ

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's ARKQ Position: Q2 2021 in Review

Capital Advisory Group Advisory Services sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2021, closing a stake of 194 shares — an estimated $16K sold.

Capital Advisory Group Advisory Services first reported a position in ARKQ in Q1 2020 and held it in 5 quarters. The position peaked at $16K in Q1 2021. 254 funds tracked by Wall St. Rank hold ARKQ as of Q2 2021.

Capital Advisory Group Advisory Services reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 194 ARK Autonomous Technology & Robotics ETF shares in Q2 2021, an estimated $16K.
Capital Advisory Group Advisory Services first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2020 and held it in 5 quarters.
Capital Advisory Group Advisory Services's ARK Autonomous Technology & Robotics ETF position peaked at $16K in Q1 2021.
254 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2021, filed 12 Nov 2021.