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Next Financial Group’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Next Financial Group’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
2021
Q4 		$292K Buy
3,796
+25
+0.7% +$2.04K 0.02% 741
2021
Q3 		$294K Buy
3,771
+109
+3% +$8.91K 0.02% 673
2021
Q2 		$316K Buy
3,662
+375
+11% +$30.8K 0.03% 654
2021
Q1 		$276K Buy
3,287
+2,735
+495% +$240K 0.02% 660
2020
Q4 		$42K Buy
+552
New +$36.5K ﹤0.01% 1257

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Next Financial Group's ARKQ Position: Q4 2021 in Review

Next Financial Group increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 0.66% in Q4 2021, buying an estimated $2.04K and bringing the position to 3,796 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #741.

Next Financial Group first reported a position in ARKQ in Q4 2020 and has held it in 5 quarters since. The position peaked at $316K in Q2 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

  • Next Financial Group held 3,796 shares of ARK Autonomous Technology & Robotics ETF worth $292K as of Q4 2021.
  • Next Financial Group bought 25 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $2.04K.
  • ARK Autonomous Technology & Robotics ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #741 holding.
  • Next Financial Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's ARK Autonomous Technology & Robotics ETF position peaked at $316K in Q2 2021.
  • 259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.