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Eagle Wealth Strategies’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Eagle Wealth Strategies’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 		$348K Buy
2,633
+76
+3% +$9.87K 0.13% 73
2026
Q1 		$288K Sell
2,557
-4
-0.2% -$492 0.13% 80
2025
Q4 		$294K Sell
2,561
-190
-7% -$21.9K 0.14% 79
2025
Q3 		$307K Sell
2,751
-275
-9% -$27.2K 0.15% 70
2025
Q2 		$270K Buy
+3,026
New +$228K 0.15% 79
2025
Q1 		– Sell
-3,464
Closed -$268K – 99
2024
Q4 		$268K Sell
3,464
-2,291
-40% -$159K 0.19% 81
2024
Q3 		$351K Sell
5,755
-1,111
-16% -$62.4K 0.26% 62
2024
Q2 		$378K Buy
6,866
+118
+2% +$6.38K 0.31% 51
2024
Q1 		$368K Buy
6,748
+528
+8% +$28.6K 0.3% 56
2023
Q4 		$359K Buy
+6,220
New +$327K 0.22% 57

Other funds holding ARKQ

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FTS
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
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return