Copia Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Copia Wealth 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 Q2	$442K	Sell	3,346 -104	-3%	-$13.5K	0.27%	75
2026 Q1	$388K	Sell	3,450 -1,236	-26%	-$152K	0.27%	69
2025 Q4	$537K	Sell	4,686 -267	-5%	-$30.8K	0.38%	53
2025 Q3	$553K	Sell	4,953 -16	-0.3%	-$1.58K	0.41%	49
2025 Q2	$443K	Sell	4,969 -61	-1%	-$4.59K	0.37%	54
2025 Q1	$333K	Sell	5,030 -216	-4%	-$16.5K	0.31%	64
2024 Q4	$405K	Buy	+5,246	New	+$365K	0.39%	52

Other funds holding ARKQ

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Copia Wealth Management's ARKQ Position: Q2 2026 in Review

Copia Wealth Management reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 3% in Q2 2026, selling an estimated $13.5K and leaving 3,346 shares worth $442K. The position accounts for 0.27% of the portfolio, ranked #75.

Copia Wealth Management first reported a position in ARKQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $553K in Q3 2025. 300 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

Copia Wealth Management held 3,346 shares of ARK Autonomous Technology & Robotics ETF worth $442K as of Q2 2026.
Copia Wealth Management sold 104 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $13.5K.
ARK Autonomous Technology & Robotics ETF made up 0.27% of Copia Wealth Management's portfolio in Q2 2026, its #75 holding.
Copia Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $553K in Q3 2025.
300 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.