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Root Financial Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Root Financial Partners’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 		– Sell
-35
Closed -$4.01K – 3470
2025
Q4 		$4.01K Buy
+35
New +$4.04K ﹤0.01% 1830

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners's ARKQ Position: Q1 2026 in Review

Root Financial Partners sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2026, closing a stake of 35 shares — an estimated $4.01K sold.

Root Financial Partners first reported a position in ARKQ in Q4 2025 and held it in 1 quarter. The position peaked at $4.01K in Q4 2025. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • Root Financial Partners reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $4.01K.
  • Root Financial Partners first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's ARK Autonomous Technology & Robotics ETF position peaked at $4.01K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.