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Naples Money Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Naples Money 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
2024
Q3 		$20.7K Hold
340
– – 0.02% 129
2024
Q2 		$18.7K Sell
340
-5
-1% -$270 0.02% 129
2024
Q1 		$18.9K Hold
345
– – 0.02% 142
2023
Q4 		$19.9K Buy
+345
New +$18.1K 0.02% 139

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Naples Money Management's ARKQ Position: Q3 2024 in Review

Naples Money Management held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q3 2024 at 340 shares worth $20.7K. The position accounts for 0.02% of the portfolio, ranked #129.

Naples Money Management first reported a position in ARKQ in Q4 2023 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold ARKQ as of Q3 2024.

  • Naples Money Management held 340 shares of ARK Autonomous Technology & Robotics ETF worth $20.7K as of Q3 2024.
  • Naples Money Management left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q3 2024.
  • ARK Autonomous Technology & Robotics ETF made up 0.02% of Naples Money Management's portfolio in Q3 2024, its #129 holding.
  • Naples Money Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2023 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.