Peak Financial Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Peak Financial Advisors’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
2022 Q1	–	Sell	-33,390	Closed	-$2.57M	–	82
2021 Q4	$2.57M	Buy	33,390 +3,887	+13%	+$317K	1.98%	18
2021 Q3	$2.3M	Buy	29,503 +412	+1%	+$33.7K	2.03%	16
2021 Q2	$2.51M	Buy	29,091 +1,136	+4%	+$93.4K	2.16%	14
2021 Q1	$2.35M	Sell	27,955 -31,247	-53%	-$2.75M	1.98%	13
2020 Q4	$4.52M	Buy	+59,202	New	+$3.92M	3.89%	6

Other funds holding ARKQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Peak Financial Advisors's ARKQ Position: Q1 2022 in Review

Peak Financial Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2022, closing a stake of 33,390 shares — an estimated $2.57M sold.

Peak Financial Advisors first reported a position in ARKQ in Q4 2020 and held it in 5 quarters. The position peaked at $4.52M in Q4 2020. 214 funds tracked by Wall St. Rank hold ARKQ as of Q1 2022.

Peak Financial Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 33,390 ARK Autonomous Technology & Robotics ETF shares in Q1 2022, an estimated $2.57M.
Peak Financial Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 5 quarters.
Peak Financial Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $4.52M in Q4 2020.
214 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.