Capital Analysts LLC’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Capital Analysts LLC’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
2022 Q2	–	Sell	-160	Closed	-$11K	–	1009
2022 Q1	$11K	Sell	160 -75	-32%	-$4.97K	﹤0.01%	733
2021 Q4	$18K	Hold	235	–	–	﹤0.01%	726
2021 Q3	$18K	Sell	235 -862	-79%	-$70.4K	﹤0.01%	711
2021 Q2	$95K	Sell	1,097 -792	-42%	-$65.1K	0.01%	457
2021 Q1	$159K	Buy	+1,889	New	+$166K	0.01%	372

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Analysts LLC's ARKQ Position: Q2 2022 in Review

Capital Analysts LLC sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2022, closing a stake of 160 shares — an estimated $11K sold.

Capital Analysts LLC first reported a position in ARKQ in Q1 2021 and held it in 5 quarters. The position peaked at $159K in Q1 2021. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

Capital Analysts LLC reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2022 after selling out during the quarter.
Capital Analysts LLC sold 160 ARK Autonomous Technology & Robotics ETF shares in Q2 2022, an estimated $11K.
Capital Analysts LLC first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 5 quarters.
Capital Analysts LLC's ARK Autonomous Technology & Robotics ETF position peaked at $159K in Q1 2021.
184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on Capital Analysts LLC's 13F filing for Q2 2022, filed 12 Aug 2022.