Oliver Lagore Vanvalin Investment Group’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$133	Buy	+2	New	+$150	﹤0.01%	635
2024 Q4	$155	Hold	2	–	–	﹤0.01%	664
2024 Q3	$122	Hold	2	–	–	﹤0.01%	661
2024 Q2	$110	Sell	2 -55	-96%	-$2.97K	﹤0.01%	708
2024 Q1	$3.12K	Sell	57 -5	-8%	-$271	﹤0.01%	576
2023 Q4	$3.58K	Hold	62	–	–	﹤0.01%	569
2023 Q3	$3.25K	Hold	62	–	–	﹤0.01%	624
2023 Q2	$3.49K	Hold	62	–	–	﹤0.01%	611
2023 Q1	$3.12K	Hold	62	–	–	﹤0.01%	548
2022 Q4	$2.54K	Hold	62	–	–	﹤0.01%	537
2022 Q3	$3K	Hold	62	–	–	﹤0.01%	485
2022 Q2	$3K	Hold	62	–	–	﹤0.01%	458
2022 Q1	$4K	Buy	+62	New	+$4.11K	﹤0.01%	425

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

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

BCM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

PAG

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

Oliver Lagore Vanvalin Investment Group's ARKQ Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2025: 2 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ARKQ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ARKQ in Q1 2022 and has held it in 13 quarters since. The position peaked at $4K in Q1 2022. 180 funds tracked by Wall St. Rank hold ARKQ as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2 shares of ARK Autonomous Technology & Robotics ETF worth $133 as of Q2 2025.
ARK Autonomous Technology & Robotics ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #635 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's ARK Autonomous Technology & Robotics ETF position peaked at $4K in Q1 2022.
180 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.