Lake Point Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Lake Point 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
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	360
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	370
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	324
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	310
2021 Q2	$2K	Buy	+20	New	+$1.64K	﹤0.01%	322

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lake Point Wealth Management's ARKQ Position: Q2 2022 in Review

Lake Point Wealth Management held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q2 2022 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Lake Point Wealth Management first reported a position in ARKQ in Q2 2021 and has held it in 5 quarters since. The position peaked at $2K in Q4 2021. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

Lake Point Wealth Management held 20 shares of ARK Autonomous Technology & Robotics ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q2 2022.
ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #360 holding.
Lake Point Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $2K in Q4 2021.
184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.