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EP Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

EP Wealth 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
Q1 		– Sell
-2,290
Closed -$263K – 1503
2025
Q4 		$263K Buy
+2,290
New +$264K ﹤0.01% 1214
2025
Q2 		$313K Buy
+3,513
New +$264K ﹤0.01% 991

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's ARKQ Position: Q1 2026 in Review

EP Wealth Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2026, closing a stake of 2,290 shares — an estimated $263K sold.

EP Wealth Advisors first reported a position in ARKQ in Q2 2025 and held it in 2 quarters. The position peaked at $313K in Q2 2025. 264 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • EP Wealth Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,290 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $263K.
  • EP Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2025 and held it in 2 quarters.
  • EP Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $313K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.