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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
Q3 		$366K Buy
3,019
+40
+1% +$4.9K 0.01% 1152
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

TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's ARKQ Position: Q3 2026 in Review

Independent Financial Group increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 1.3% in Q3 2026, buying an estimated $4.9K and bringing the position to 3,019 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1152.

Independent Financial Group first reported a position in ARKQ in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2021. 23 funds tracked by Wall St. Rank hold ARKQ as of Q3 2026.

  • Independent Financial Group held 3,019 shares of ARK Autonomous Technology & Robotics ETF worth $366K as of Q3 2026.
  • Independent Financial Group bought 40 ARK Autonomous Technology & Robotics ETF shares in Q3 2026, an estimated $4.9K.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1152 holding.
  • Independent Financial Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 11 quarters since.
  • Independent Financial Group's ARK Autonomous Technology & Robotics ETF position peaked at $1.4M in Q1 2021.
  • 23 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.