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

Marshall & Sterling 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	$22.7K	Hold	171	–	–	0.01%	200
2026 Q1	$19.3K	Hold	171	–	–	0.01%	202
2025 Q4	$19.7K	Sell	171 -1	-0.6%	-$115	0.01%	195
2025 Q3	$19.1K	Hold	172	–	–	0.01%	274
2025 Q2	$15.3K	Buy	172 +1	+0.6%	+$75	0.01%	281
2025 Q1	$11.3K	Sell	171 -1	-0.6%	-$76	0.01%	299
2024 Q4	$13.2K	Buy	+172	New	+$12K	0.01%	215

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ARKQ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q2 2026 at 171 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #200.

Marshall & Sterling Wealth Advisors first reported a position in ARKQ in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

Marshall & Sterling Wealth Advisors held 171 shares of ARK Autonomous Technology & Robotics ETF worth $22.7K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q2 2026.
ARK Autonomous Technology & Robotics ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Marshall & Sterling Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2024 and has held it in 7 quarters since.
301 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.