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HBC Financial Services’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

HBC Financial Services’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
2023
Q2 		– Sell
-550
Closed -$26K – 166
2023
Q1 		$26K Hold
550
– – 0.02% 101
2022
Q4 		$22K Hold
550
– – 0.02% 88
2022
Q3 		$24K Sell
550
-400
-42% -$21.1K 0.02% 79
2022
Q2 		$49K Hold
950
– – 0.04% 59
2022
Q1 		$54K Buy
950
+400
+73% +$26.5K 0.04% 56
2021
Q4 		$42K Hold
550
– – 0.03% 70
2021
Q3 		$43K Hold
550
– – 0.03% 62
2021
Q2 		$43K Hold
550
– – 0.03% 75
2021
Q1 		$46.8K Sell
550
-200
-27% -$17.6K 0.03% 67
2020
Q4 		$63K Hold
750
– – 0.05% 55
2020
Q3 		$47K Sell
750
-37,973
-98% -$2.08M 0.04% 59
2020
Q2 		$1.16M Buy
38,723
+37,973
+5,063% +$1.56M 1.04% 12
2020
Q1 		$23K Buy
+750
New +$28.1K 0.03% 76

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return