KWA
ARKQ icon

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

Kellett 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
2022
Q1 		– Sell
-3,010
Closed -$231K – 67
2021
Q4 		$231K Buy
+3,010
New +$246K 0.18% 59

Other funds holding ARKQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Kellett Wealth Advisors's ARKQ Position: Q1 2022 in Review

Kellett Wealth Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2022, closing a stake of 3,010 shares — an estimated $231K sold.

Kellett Wealth Advisors first reported a position in ARKQ in Q4 2021 and held it in 1 quarter. The position peaked at $231K in Q4 2021. 214 funds tracked by Wall St. Rank hold ARKQ as of Q1 2022.

  • Kellett Wealth Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 3,010 ARK Autonomous Technology & Robotics ETF shares in Q1 2022, an estimated $231K.
  • Kellett Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2021 and held it in 1 quarter.
  • Kellett Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $231K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2022.

Based on Kellett Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.