Dynamic Advisor Solutions’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Dynamic Advisor Solutions’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	$867K	Buy	6,561 +2,643	+67%	+$343K	0.02%	519
2026 Q1	$441K	Buy	3,918 +180	+5%	+$22.2K	0.01%	680
2025 Q4	$429K	Buy	3,738 +445	+14%	+$51.3K	0.01%	668
2025 Q3	$367K	Buy	3,293 +480	+17%	+$47.4K	0.01%	712
2025 Q2	$251K	Buy	+2,813	New	+$212K	0.01%	795
2025 Q1	–	Sell	-4,024	Closed	-$311K	–	851
2024 Q4	$311K	Buy	4,024 +9	+0.2%	+$626	0.01%	523
2024 Q3	$245K	Buy	4,015 +42	+1%	+$2.36K	0.01%	824
2024 Q2	$219K	Buy	+3,973	New	+$215K	0.01%	854
2022 Q2	–	Sell	-4,092	Closed	-$277K	–	705
2022 Q1	$277K	Buy	4,092 +212	+5%	+$14.1K	0.02%	584
2021 Q4	$299K	Buy	3,880 +35	+0.9%	+$2.86K	0.02%	564
2021 Q3	$300K	Buy	+3,845	New	+$314K	0.02%	578

Other funds holding ARKQ

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return