Guardian Wealth Advisors (North Carolina)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022 Q4	–	Sell	-190	Closed	-$9K	–	379
2022 Q3	$9K	Hold	190	–	–	﹤0.01%	292
2022 Q2	$10K	Buy	+190	New	+$10.7K	﹤0.01%	288

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HFM

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

BCM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s ARKQ Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2022, closing a stake of 190 shares — an estimated $9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ARKQ in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 172 funds tracked by Wall St. Rank hold ARKQ as of Q4 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 190 ARK Autonomous Technology & Robotics ETF shares in Q4 2022, an estimated $9K.
Guardian Wealth Advisors (North Carolina) first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2022 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s ARK Autonomous Technology & Robotics ETF position peaked at $10K in Q2 2022.
172 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.