Global Wealth Management Investment Advisory’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Global Wealth Management Investment 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
2024 Q1	–	Sell	-30	Closed	-$1.73K	–	160
2023 Q4	$1.73K	Hold	30	–	–	﹤0.01%	409
2023 Q3	$1.57K	Hold	30	–	–	﹤0.01%	401
2023 Q2	$1.69K	Buy	+30	New	+$1.49K	﹤0.01%	399
2022 Q3	–	Sell	-169	Closed	-$8K	–	161
2022 Q2	$8K	Hold	169	–	–	﹤0.01%	296
2022 Q1	$11K	Hold	169	–	–	﹤0.01%	306
2021 Q4	$13K	Hold	169	–	–	﹤0.01%	288
2021 Q3	$13K	Hold	169	–	–	﹤0.01%	291
2021 Q2	$15K	Buy	169 +5	+3%	+$411	0.01%	263
2021 Q1	$14K	Buy	164 +25	+18%	+$2.2K	0.01%	278
2020 Q4	$11K	Buy	+139	New	+$9.19K	﹤0.01%	267

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HFM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Global Wealth Management Investment Advisory's ARKQ Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2024, closing a stake of 30 shares — an estimated $1.73K sold.

Global Wealth Management Investment Advisory first reported a position in ARKQ in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q2 2021. 170 funds tracked by Wall St. Rank hold ARKQ as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 30 ARK Autonomous Technology & Robotics ETF shares in Q1 2024, an estimated $1.73K.
Global Wealth Management Investment Advisory first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 10 quarters.
Global Wealth Management Investment Advisory's ARK Autonomous Technology & Robotics ETF position peaked at $15K in Q2 2021.
170 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.