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Concord Wealth Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Concord Wealth Partners’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 		$49.2K Buy
+372
New +$48.3K 0.01% 371
2022
Q3 		– Sell
-13
Closed -$1K – 218
2022
Q2 		$1K Buy
+13
New +$729 ﹤0.01% 1098

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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

Concord Wealth Partners's ARKQ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2026: 372 shares worth $49.2K. The stake represents 0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ARKQ as recently as Q2 2022.

Concord Wealth Partners first reported a position in ARKQ in Q2 2022 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • Concord Wealth Partners held 372 shares of ARK Autonomous Technology & Robotics ETF worth $49.2K as of Q2 2026.
  • ARK Autonomous Technology & Robotics ETF was a new Concord Wealth Partners position in Q2 2026.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #371 holding.
  • Concord Wealth Partners first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2022 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.