Gladstone Institutional Advisory’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Gladstone Institutional Advisory’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	$481K	Sell	3,641 -323	-8%	-$41.9K	0.02%	601
2026 Q1	$446K	Buy	3,964 +1,952	+97%	+$240K	0.02%	560
2025 Q4	$231K	Sell	2,012 -1,219	-38%	-$141K	0.01%	718
2025 Q3	$360K	Buy	+3,231	New	+$319K	0.01%	595
2021 Q4	–	Sell	-2,642	Closed	-$206K	–	597
2021 Q3	$206K	Buy	2,642 +73	+3%	+$5.97K	0.02%	502
2021 Q2	$222K	Sell	2,569 -1,624	-39%	-$133K	0.03%	468
2021 Q1	$352K	Buy	+4,193	New	+$369K	0.05%	294
2020 Q4	–	Sell	-4,156	Closed	-$239K	–	300
2020 Q3	$239K	Buy	+4,156	New	+$228K	0.06%	232

Other funds holding ARKQ

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Gladstone Institutional Advisory's ARKQ Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 8.1% in Q2 2026, selling an estimated $41.9K and leaving 3,641 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #601.

Gladstone Institutional Advisory first reported a position in ARKQ in Q3 2020 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

Gladstone Institutional Advisory held 3,641 shares of ARK Autonomous Technology & Robotics ETF worth $481K as of Q2 2026.
Gladstone Institutional Advisory sold 323 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $41.9K.
ARK Autonomous Technology & Robotics ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #601 holding.
Gladstone Institutional Advisory first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2020 and has held it in 8 quarters since.
99 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.