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IBEX Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

IBEX Wealth Advisors’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
2021
Q3 		– Sell
-8,866
Closed -$764K – 436
2021
Q2 		$764K Sell
8,866
-4,091
-32% -$336K 0.15% 112
2021
Q1 		$1.09M Buy
+12,957
New +$1.14M 0.27% 95

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

IBEX Wealth Advisors's ARKQ Position: Q3 2021 in Review

IBEX Wealth Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2021, closing a stake of 8,866 shares — an estimated $764K sold.

IBEX Wealth Advisors first reported a position in ARKQ in Q1 2021 and held it in 2 quarters. The position peaked at $1.09M in Q1 2021. 234 funds tracked by Wall St. Rank hold ARKQ as of Q3 2021.

  • IBEX Wealth Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 8,866 ARK Autonomous Technology & Robotics ETF shares in Q3 2021, an estimated $764K.
  • IBEX Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $1.09M in Q1 2021.
  • 234 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2021.

Based on IBEX Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.