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Essex Financial Services’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Essex Financial Services’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 		$359K Sell
2,713
-85
-3% -$11K 0.02% 592
2026
Q1 		$315K Sell
2,798
-125
-4% -$15.4K 0.02% 596
2025
Q4 		$335K Hold
2,923
– – 0.02% 569
2025
Q3 		$326K Hold
2,923
– – 0.02% 554
2025
Q2 		$261K Buy
+2,923
New +$220K 0.02% 585
2025
Q1 		– Sell
-3,892
Closed -$301K – 636
2024
Q4 		$301K Sell
3,892
-120
-3% -$8.34K 0.02% 491
2024
Q3 		$249K Hold
4,012
– – 0.02% 541
2024
Q2 		$209K Buy
4,012
+255
+7% +$13.8K 0.02% 571
2024
Q1 		$206K Buy
3,757
+79
+2% +$4.28K 0.02% 508
2023
Q4 		$212K Buy
+3,678
New +$193K 0.02% 468
2023
Q3 		– Sell
-3,678
Closed -$207K – 473
2023
Q2 		$207K Sell
3,678
-2,545
-41% -$126K 0.02% 445
2023
Q1 		$313K Sell
6,223
-393
-6% -$18.7K 0.03% 371
2022
Q4 		$271K Sell
6,616
-900
-12% -$39.6K 0.03% 381
2022
Q3 		$339K Sell
7,516
-1,750
-19% -$92.5K 0.04% 318
2022
Q2 		$464K Sell
9,266
-922
-9% -$51.7K 0.05% 282
2022
Q1 		$689K Buy
10,188
+616
+6% +$40.9K 0.07% 240
2021
Q4 		$737K Buy
9,572
+1,567
+20% +$128K 0.07% 238
2021
Q3 		$625K Buy
8,005
+3,562
+80% +$291K 0.07% 245
2021
Q2 		$373K Hold
4,443
– – 0.05% 278
2021
Q1 		$373K Buy
4,443
+368
+9% +$32.3K 0.07% 226
2020
Q4 		$311K Buy
+4,075
New +$270K 0.06% 242

Other funds holding ARKQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

Essex Financial Services's ARKQ Position: Q2 2026 in Review

Essex Financial Services reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 3% in Q2 2026, selling an estimated $11K and leaving 2,713 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #592.

Essex Financial Services first reported a position in ARKQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $737K in Q4 2021. 229 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • Essex Financial Services held 2,713 shares of ARK Autonomous Technology & Robotics ETF worth $359K as of Q2 2026.
  • Essex Financial Services sold 85 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $11K.
  • ARK Autonomous Technology & Robotics ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #592 holding.
  • Essex Financial Services first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 21 quarters since.
  • Essex Financial Services's ARK Autonomous Technology & Robotics ETF position peaked at $737K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.