Independent Financial Group’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Independent Financial Group’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 Q2	$394K	Buy	2,979 +454	+18%	+$59K	0.01%	1091
2026 Q1	$284K	Sell	2,525 -25	-1%	-$3.08K	0.01%	1188
2025 Q4	$292K	Sell	2,550 -79	-3%	-$9.11K	0.01%	1164
2025 Q3	$293K	Buy	+2,629	New	+$260K	0.01%	1103
2022 Q2	–	Sell	-6,157	Closed	-$417K	–	720
2022 Q1	$417K	Sell	6,157 -3,060	-33%	-$203K	0.03%	487
2021 Q4	$710K	Sell	9,217 -1,799	-16%	-$147K	0.06%	335
2021 Q3	$860K	Sell	11,016 -4,817	-30%	-$394K	0.09%	248
2021 Q2	$1.36M	Sell	15,833 -898	-5%	-$73.8K	0.14%	160
2021 Q1	$1.4M	Buy	16,731 +651	+4%	+$57.2K	0.18%	140
2020 Q4	$1.23M	Buy	+16,080	New	+$1.06M	0.18%	141

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Financial Group's ARKQ Position: Q2 2026 in Review

Independent Financial Group increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 18% in Q2 2026, buying an estimated $59K and bringing the position to 2,979 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1091.

Independent Financial Group first reported a position in ARKQ in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.4M in Q1 2021. 300 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

Independent Financial Group held 2,979 shares of ARK Autonomous Technology & Robotics ETF worth $394K as of Q2 2026.
Independent Financial Group bought 454 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $59K.
ARK Autonomous Technology & Robotics ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1091 holding.
Independent Financial Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 10 quarters since.
Independent Financial Group's ARK Autonomous Technology & Robotics ETF position peaked at $1.4M in Q1 2021.
300 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.