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

EverSource 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
2025
Q1 		– Sell
-20
Closed -$1.54K – 4027
2024
Q4 		$1.54K Hold
20
– – ﹤0.01% 2813
2024
Q3 		$1.22K Sell
20
-100
-83% -$5.62K ﹤0.01% 2675
2024
Q2 		$6.78K Buy
120
+100
+500% +$5.4K ﹤0.01% 2077
2024
Q1 		$1.07K Buy
+20
New +$1.08K ﹤0.01% 2556
2023
Q2 		– Hold
0
– – – 2480
2023
Q1 		– Hold
0
– – – 2368
2022
Q4 		– Hold
0
– – – 2296

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EverSource Wealth Advisors's ARKQ Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2025, closing a stake of 20 shares — an estimated $1.54K sold.

EverSource Wealth Advisors first reported a position in ARKQ in Q1 2024 and held it in 4 quarters. The position peaked at $6.78K in Q2 2024. 155 funds tracked by Wall St. Rank hold ARKQ as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 20 ARK Autonomous Technology & Robotics ETF shares in Q1 2025, an estimated $1.54K.
  • EverSource Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $6.78K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.