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Kowal Investment Group’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-210
Closed -$16K – 174
2021
Q3 		$16K Buy
+210
New +$17.2K 0.01% 419

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Kowal Investment Group's ARKQ Position: Q4 2021 in Review

Kowal Investment Group sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2021, closing a stake of 210 shares — an estimated $16K sold.

Kowal Investment Group first reported a position in ARKQ in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

  • Kowal Investment Group reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 210 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $16K.
  • Kowal Investment Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's ARK Autonomous Technology & Robotics ETF position peaked at $16K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.