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Institute for Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Institute for Wealth Management’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
2024
Q1 		– Sell
-4,269
Closed -$246K – 510
2023
Q4 		$246K Buy
+4,269
New +$224K 0.04% 410

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
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Institute for Wealth Management's ARKQ Position: Q1 2024 in Review

Institute for Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2024, closing a stake of 4,269 shares — an estimated $246K sold.

Institute for Wealth Management first reported a position in ARKQ in Q4 2023 and held it in 1 quarter. The position peaked at $246K in Q4 2023. 170 funds tracked by Wall St. Rank hold ARKQ as of Q1 2024.

  • Institute for Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 4,269 ARK Autonomous Technology & Robotics ETF shares in Q1 2024, an estimated $246K.
  • Institute for Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2023 and held it in 1 quarter.
  • Institute for Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $246K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.