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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
2026
Q1 		$305K Hold
2,709
– – 0.15% 126
2025
Q4 		$311K Hold
2,709
– – 0.09% 199
2025
Q3 		$302K Hold
2,709
– – 0.09% 190
2025
Q2 		$242K Buy
+2,709
New +$204K 0.08% 212
2025
Q1 		– Sell
-3,709
Closed -$287K – 229
2024
Q4 		$287K Hold
3,709
– – 0.1% 188
2024
Q3 		$226K Hold
3,709
– – 0.07% 209
2024
Q2 		$215K Buy
+3,709
New +$200K 0.07% 210

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s ARKQ Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q1 2026 at 2,709 shares worth $305K. The position accounts for 0.15% of the portfolio, ranked #126.

Heritage Wealth Management (Ohio) first reported a position in ARKQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $311K in Q4 2025. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 2,709 shares of ARK Autonomous Technology & Robotics ETF worth $305K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q1 2026.
  • ARK Autonomous Technology & Robotics ETF made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #126 holding.
  • Heritage Wealth Management (Ohio) first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2024 and has held it in 7 quarters since.
  • Heritage Wealth Management (Ohio)'s ARK Autonomous Technology & Robotics ETF position peaked at $311K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.