Planning Capital Management Corporation’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$4.33K	Hold	71	–	–	﹤0.01%	525
2024 Q2	$3.92K	Hold	71	–	–	﹤0.01%	481
2024 Q1	$3.89K	Hold	71	–	–	﹤0.01%	504
2023 Q4	$4.11K	Buy	+71	New	+$3.73K	﹤0.01%	506

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

BCM

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

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

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

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

PAG

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Planning Capital Management Corporation's ARKQ Position: Q3 2024 in Review

Planning Capital Management Corporation held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q3 2024 at 71 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Planning Capital Management Corporation first reported a position in ARKQ in Q4 2023 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold ARKQ as of Q3 2024.

Planning Capital Management Corporation held 71 shares of ARK Autonomous Technology & Robotics ETF worth $4.33K as of Q3 2024.
Planning Capital Management Corporation left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q3 2024.
ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #525 holding.
Planning Capital Management Corporation first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2023 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.