Creative Planning
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Creative Planning’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Creative Planning’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 		$1.93M Buy
14,623
+3,861
+36% +$501K ﹤0.01% 2114
2026
Q1 		$1.21M Buy
10,762
+1,461
+16% +$180K ﹤0.01% 2304
2025
Q4 		$1.07M Buy
9,301
+1,345
+17% +$155K ﹤0.01% 2225
2025
Q3 		$888K Buy
7,956
+2,948
+59% +$291K ﹤0.01% 2212
2025
Q2 		$447K Buy
5,008
+543
+12% +$40.8K ﹤0.01% 2566
2025
Q1 		$296K Buy
4,465
+40
+0.9% +$3.05K ﹤0.01% 2772
2024
Q4 		$342K Sell
4,425
-606
-12% -$42.1K ﹤0.01% 2552
2024
Q3 		$306K Sell
5,031
-1,078
-18% -$60.6K ﹤0.01% 2503
2024
Q2 		$337K Buy
6,109
+835
+16% +$45.1K ﹤0.01% 2261
2024
Q1 		$289K Sell
5,274
-1,801
-25% -$97.7K ﹤0.01% 2281
2023
Q4 		$408K Sell
7,075
-2,389
-25% -$125K ﹤0.01% 1849
2023
Q3 		$496K Buy
9,464
+2,183
+30% +$120K ﹤0.01% 1579
2023
Q2 		$410K Buy
7,281
+2,101
+41% +$104K ﹤0.01% 1681
2023
Q1 		$261K Sell
5,180
-1,542
-23% -$73.4K ﹤0.01% 1917
2022
Q4 		$276K Sell
6,722
-1,693
-20% -$74.6K ﹤0.01% 1776
2022
Q3 		$379K Sell
8,415
-412
-5% -$21.8K ﹤0.01% 1503
2022
Q2 		$442K Buy
8,827
+2,041
+30% +$114K ﹤0.01% 1383
2022
Q1 		$459K Buy
6,786
+1,329
+24% +$88.2K ﹤0.01% 1368
2021
Q4 		$420K Sell
5,457
-927
-15% -$75.6K ﹤0.01% 1409
2021
Q3 		$498K Buy
6,384
+69
+1% +$5.64K ﹤0.01% 1296
2021
Q2 		$544K Sell
6,315
-5,381
-46% -$442K ﹤0.01% 1233
2021
Q1 		$982K Buy
11,696
+5,515
+89% +$485K ﹤0.01% 1033
2020
Q4 		$472K Buy
+6,181
New +$409K ﹤0.01% 1357

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

Creative Planning's ARKQ Position: Q2 2026 in Review

Creative Planning increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 36% in Q2 2026, buying an estimated $501K and bringing the position to 14,623 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Creative Planning first reported a position in ARKQ in Q4 2020 and has held it in 23 quarters since. 300 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • Creative Planning held 14,623 shares of ARK Autonomous Technology & Robotics ETF worth $1.93M as of Q2 2026.
  • Creative Planning bought 3,861 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $501K.
  • ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2114 holding.
  • Creative Planning first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 23 quarters since.
  • 300 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.