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

Medallion 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	$407K	Sell	3,615 -24	-0.7%	-$2.95K	0.13%	152
2025 Q4	$417K	Hold	3,639	–	–	0.14%	145
2025 Q3	$406K	Sell	3,639 -134	-4%	-$13.2K	0.14%	144
2025 Q2	$332K	Buy	3,773 +131	+4%	+$9.85K	0.13%	163
2025 Q1	$242K	Sell	3,642 -321	-8%	-$24.5K	0.11%	179
2024 Q4	$281K	Buy	+3,963	New	+$275K	0.14%	155

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 $21.8B AUM 28.57% 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

Medallion Wealth Advisors's ARKQ Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 0.66% in Q1 2026, selling an estimated $2.95K and leaving 3,615 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #152.

Medallion Wealth Advisors first reported a position in ARKQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q4 2025. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

Medallion Wealth Advisors held 3,615 shares of ARK Autonomous Technology & Robotics ETF worth $407K as of Q1 2026.
Medallion Wealth Advisors sold 24 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $2.95K.
ARK Autonomous Technology & Robotics ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #152 holding.
Medallion Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $417K in Q4 2025.
263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.