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

JFS 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
2026 Q2	$6.48K	Hold	49	–	–	﹤0.01%	1179
2026 Q1	$5.51K	Hold	49	–	–	﹤0.01%	1160
2025 Q4	$5.62K	Hold	49	–	–	﹤0.01%	1187
2025 Q3	$5.47K	Buy	+49	New	+$4.84K	﹤0.01%	1081
2024 Q1	–	Sell	-403	Closed	-$23.3K	–	2007
2023 Q4	$23.3K	Hold	403	–	–	﹤0.01%	553
2023 Q3	$21.1K	Hold	403	–	–	﹤0.01%	536
2023 Q2	$22.7K	Sell	403 -679	-63%	-$33.7K	﹤0.01%	516
2023 Q1	$54.4K	Hold	1,082	–	–	0.01%	362
2022 Q4	$44.4K	Sell	1,082 -7	-0.6%	-$308	﹤0.01%	383
2022 Q3	$49K	Buy	1,089 +7	+0.6%	+$370	0.01%	376
2022 Q2	$54K	Hold	1,082	–	–	0.01%	383
2022 Q1	$73K	Hold	1,082	–	–	0.01%	347
2021 Q4	$83K	Hold	1,082	–	–	0.01%	340
2021 Q3	$84K	Buy	+1,082	New	+$88.4K	0.01%	340

Other funds holding ARKQ

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return