New England Capital Financial Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

New England Capital Financial 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
2024 Q2	–	Sell	-23	Closed	-$1.28K	–	404
2024 Q1	$1.28K	Hold	23	–	–	﹤0.01%	330
2023 Q4	$1.35K	Hold	23	–	–	﹤0.01%	334
2023 Q3	$1.23K	Hold	23	–	–	﹤0.01%	334
2023 Q2	$1.32K	Hold	23	–	–	﹤0.01%	331
2023 Q1	$1.18K	Hold	23	–	–	﹤0.01%	371
2022 Q4	$1.06K	Buy	+23	New	+$1.01K	﹤0.01%	374

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

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

New England Capital Financial Advisors's ARKQ Position: Q2 2024 in Review

New England Capital Financial Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2024, closing a stake of 23 shares — an estimated $1.28K sold.

New England Capital Financial Advisors first reported a position in ARKQ in Q4 2022 and held it in 6 quarters. The position peaked at $1.35K in Q4 2023. 167 funds tracked by Wall St. Rank hold ARKQ as of Q2 2024.

New England Capital Financial Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 23 ARK Autonomous Technology & Robotics ETF shares in Q2 2024, an estimated $1.28K.
New England Capital Financial Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2022 and held it in 6 quarters.
New England Capital Financial Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $1.35K in Q4 2023.
167 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2024.

Based on New England Capital Financial Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.