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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
Q2 		$204K Sell
1,539
-160
-9% -$20.8K 0.01% 239
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Oxford Financial Group's ARKQ Position: Q2 2026 in Review

Oxford Financial Group reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 9.4% in Q2 2026, selling an estimated $20.8K and leaving 1,539 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #239.

Oxford Financial Group first reported a position in ARKQ in Q1 2021 and has held it in 22 quarters since. 301 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • Oxford Financial Group held 1,539 shares of ARK Autonomous Technology & Robotics ETF worth $204K as of Q2 2026.
  • Oxford Financial Group sold 160 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $20.8K.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #239 holding.
  • Oxford Financial Group first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and has held it in 22 quarters since.
  • 301 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.