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 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 $1.37T 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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ARKQ Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q1 2026 at 171 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #202.

Marshall & Sterling Wealth Advisors first reported a position in ARKQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7K in Q4 2025. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

Marshall & Sterling Wealth Advisors held 171 shares of ARK Autonomous Technology & Robotics ETF worth $19.3K as of Q1 2026.
Marshall & Sterling Wealth Advisors left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q1 2026.
ARK Autonomous Technology & Robotics ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #202 holding.
Marshall & Sterling Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2024 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $19.7K in Q4 2025.
263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.