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FormulaFolio Investments’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$13K Hold
147
– – ﹤0.01% 220
2021
Q1 		$11K Sell
147
-113,390
-100% -$9.97M ﹤0.01% 242
2020
Q4 		$8.66M Buy
+113,537
New +$7.51M 0.18% 101

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FormulaFolio Investments's ARKQ Position: Q2 2021 in Review

FormulaFolio Investments held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q2 2021 at 147 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

FormulaFolio Investments first reported a position in ARKQ in Q4 2020 and has held it in 3 quarters since. The position peaked at $8.66M in Q4 2020. 253 funds tracked by Wall St. Rank hold ARKQ as of Q2 2021.

  • FormulaFolio Investments held 147 shares of ARK Autonomous Technology & Robotics ETF worth $13K as of Q2 2021.
  • FormulaFolio Investments left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q2 2021.
  • ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #220 holding.
  • FormulaFolio Investments first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's ARK Autonomous Technology & Robotics ETF position peaked at $8.66M in Q4 2020.
  • 253 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.