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BFC Planning, Inc.’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

BFC Planning, Inc.’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 		$15.2K Sell
115
-300
-72% -$39K ﹤0.01% 2148
2026
Q1 		$46.7K Buy
+415
New +$51.1K ﹤0.01% 1364

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Hancock Prospecting
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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 22.9% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BFC Planning, Inc.'s ARKQ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 72% in Q2 2026, selling an estimated $39K and leaving 115 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

BFC Planning, Inc. first reported a position in ARKQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $46.7K in Q1 2026. 307 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • BFC Planning, Inc. held 115 shares of ARK Autonomous Technology & Robotics ETF worth $15.2K as of Q2 2026.
  • BFC Planning, Inc. sold 300 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $39K.
  • ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2148 holding.
  • BFC Planning, Inc. first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2026 and has held it in 2 quarters since.
  • BFC Planning, Inc.'s ARK Autonomous Technology & Robotics ETF position peaked at $46.7K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.