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Fiduciary Alliance’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-6
Closed -$338 – 220
2023
Q2 		$338 Buy
+6
New +$298 ﹤0.01% 943
2023
Q1 		– Sell
-21
Closed -$861 – 189
2022
Q4 		$861 Buy
+21
New +$925 ﹤0.01% 797

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fiduciary Alliance's ARKQ Position: Q3 2023 in Review

Fiduciary Alliance sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2023, closing a stake of 6 shares — an estimated $338 sold.

Fiduciary Alliance first reported a position in ARKQ in Q4 2022 and held it in 2 quarters. The position peaked at $861 in Q4 2022. 176 funds tracked by Wall St. Rank hold ARKQ as of Q3 2023.

  • Fiduciary Alliance reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 6 ARK Autonomous Technology & Robotics ETF shares in Q3 2023, an estimated $338.
  • Fiduciary Alliance first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's ARK Autonomous Technology & Robotics ETF position peaked at $861 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.