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

Oxford 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
2026 Q1	$191K	Hold	1,699	–	–	0.01%	246
2025 Q4	$195K	Buy	1,699 +263	+18%	+$30.3K	0.01%	232
2025 Q3	$160K	Hold	1,436	–	–	0.01%	227
2025 Q2	$128K	Hold	1,436	–	–	0.01%	217
2025 Q1	$95.2K	Hold	1,436	–	–	0.01%	225
2024 Q4	$111K	Hold	1,436	–	–	0.01%	257
2024 Q3	$87.5K	Hold	1,436	–	–	0.01%	255
2024 Q2	$79.1K	Hold	1,436	–	–	0.01%	275
2024 Q1	$78.6K	Hold	1,436	–	–	0.01%	240
2023 Q4	$82.9K	Buy	1,436 +227	+19%	+$11.9K	0.01%	253
2023 Q3	$63.4K	Hold	1,209	–	–	0.01%	236
2023 Q2	$68.2K	Hold	1,209	–	–	0.01%	252
2023 Q1	$60.8K	Buy	1,209 +25	+2%	+$1.19K	0.01%	213
2022 Q4	$48.6K	Hold	1,184	–	–	0.01%	218
2022 Q3	$53K	Sell	1,184 -25	-2%	-$1.32K	0.01%	199
2022 Q2	$61K	Buy	1,209 +25	+2%	+$1.4K	0.01%	217
2022 Q1	$80K	Hold	1,184	–	–	0.01%	209
2021 Q4	$91K	Hold	1,184	–	–	0.01%	216
2021 Q3	$92K	Hold	1,184	–	–	0.01%	198
2021 Q2	$102K	Buy	1,184 +391	+49%	+$32.1K	0.01%	189
2021 Q1	$67K	Buy	+793	New	+$69.7K	0.01%	185

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxford Financial Group's ARKQ Position: Q1 2026 in Review

Oxford Financial Group held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q1 2026 at 1,699 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #246.

Oxford Financial Group first reported a position in ARKQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $195K in Q4 2025. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

Oxford Financial Group held 1,699 shares of ARK Autonomous Technology & Robotics ETF worth $191K as of Q1 2026.
Oxford Financial Group left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q1 2026.
ARK Autonomous Technology & Robotics ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #246 holding.
Oxford Financial Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and has held it in 21 quarters since.
Oxford Financial Group's ARK Autonomous Technology & Robotics ETF position peaked at $195K in Q4 2025.
263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.