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Concurrent Investment Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Concurrent Investment Advisors’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 		$727K Buy
5,498
+2,563
+87% +$333K 0.01% 1179
2026
Q1 		$330K Sell
2,935
-1,729
-37% -$213K ﹤0.01% 1428
2025
Q4 		$535K Buy
4,664
+2,459
+112% +$283K 0.01% 1119
2025
Q3 		$246K Buy
+2,205
New +$218K ﹤0.01% 1248

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

Concurrent Investment Advisors's ARKQ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 87% in Q2 2026, buying an estimated $333K and bringing the position to 5,498 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #1179.

Concurrent Investment Advisors first reported a position in ARKQ in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • Concurrent Investment Advisors held 5,498 shares of ARK Autonomous Technology & Robotics ETF worth $727K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,563 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $333K.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1179 holding.
  • Concurrent Investment Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.