Personal CFO Solutions’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Personal CFO Solutions’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 Q3	–	Sell	-5,589	Closed	-$280K	–	419
2022 Q2	$280K	Sell	5,589 -705	-11%	-$39.5K	0.07%	286
2022 Q1	$426K	Buy	6,294 +6	+0.1%	+$398	0.08%	232
2021 Q4	$484K	Buy	6,288 +189	+3%	+$15.4K	0.09%	203
2021 Q3	$476K	Sell	6,099 -27	-0.4%	-$2.21K	0.1%	197
2021 Q2	$528K	Sell	6,126 -2,004	-25%	-$165K	0.11%	179
2021 Q1	$682K	Buy	8,130 +1,693	+26%	+$149K	0.15%	128
2020 Q4	$491K	Buy	+6,437	New	+$426K	0.12%	165

Other funds holding ARKQ

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Personal CFO Solutions's ARKQ Position: Q3 2022 in Review

Personal CFO Solutions sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2022, closing a stake of 5,589 shares — an estimated $280K sold.

Personal CFO Solutions first reported a position in ARKQ in Q4 2020 and held it in 7 quarters. The position peaked at $682K in Q1 2021. 172 funds tracked by Wall St. Rank hold ARKQ as of Q3 2022.

Personal CFO Solutions reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2022 after selling out during the quarter.
Personal CFO Solutions sold 5,589 ARK Autonomous Technology & Robotics ETF shares in Q3 2022, an estimated $280K.
Personal CFO Solutions first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 7 quarters.
Personal CFO Solutions's ARK Autonomous Technology & Robotics ETF position peaked at $682K in Q1 2021.
172 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.