Heritage Wealth Management (Ohio)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Heritage Wealth Management (Ohio)’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
2025 Q3	$302K	Hold
2025 Q2	$242K	Buy
2025 Q1	–	Sell
2024 Q4	$287K	Hold
2024 Q3	$226K	Hold
2024 Q2	$215K	Buy