Innovative Advisory Group, LLC’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-138	Closed	-$15.8K	–	50
2025 Q4	$15.8K	Hold	138	–	–	0.01%	111
2025 Q3	$15.4K	Hold	138	–	–	0.01%	118
2025 Q2	$12.3K	Hold	138	–	–	0.01%	124
2025 Q1	$9.14K	Hold	138	–	–	0.01%	110
2024 Q4	$10.7K	Buy	+138	New	+$9.59K	0.01%	105

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Innovative Advisory Group, LLC's ARKQ Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2026, closing a stake of 138 shares — an estimated $15.8K sold.

Innovative Advisory Group, LLC first reported a position in ARKQ in Q4 2024 and held it in 5 quarters. The position peaked at $15.8K in Q4 2025. 264 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 138 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $15.8K.
Innovative Advisory Group, LLC first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's ARK Autonomous Technology & Robotics ETF position peaked at $15.8K in Q4 2025.
264 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.