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Estate Planners Group’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Estate Planners Group’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
-515
Closed -$59.1K – 105
2025
Q4 		$59.1K Buy
+515
New +$59.4K 0.03% 131

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

Estate Planners Group's ARKQ Position: Q1 2026 in Review

Estate Planners Group sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2026, closing a stake of 515 shares — an estimated $59.1K sold.

Estate Planners Group first reported a position in ARKQ in Q4 2025 and held it in 1 quarter. The position peaked at $59.1K in Q4 2025. 264 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • Estate Planners Group reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 515 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $59.1K.
  • Estate Planners Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's ARK Autonomous Technology & Robotics ETF position peaked at $59.1K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.