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

Linscomb Wealth’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
Q1 		$346K Buy
+3,075
New +$378K 0.02% 274
2022
Q2 		– Sell
-3,189
Closed -$216K – 292
2022
Q1 		$216K Sell
3,189
-76
-2% -$5.04K 0.01% 319
2021
Q4 		$251K Sell
3,265
-173
-5% -$14.1K 0.01% 302
2021
Q3 		$268K Sell
3,438
-523
-13% -$42.7K 0.01% 285
2021
Q2 		$341K Buy
3,961
+111
+3% +$9.12K 0.02% 254
2021
Q1 		$323K Buy
3,850
+75
+2% +$6.59K 0.02% 255
2020
Q4 		$288K Buy
3,775
+130
+4% +$8.6K 0.02% 256
2020
Q3 		$209K Buy
+3,645
New +$200K 0.01% 275

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return