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Rooted Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Rooted Wealth 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
2024
Q3 		– Sell
-24,387
Closed -$1.42M – 96
2024
Q2 		$1.42M Buy
24,387
+2,146
+10% +$116K 0.63% 34
2024
Q1 		$1.19M Buy
22,241
+805
+4% +$43.7K 0.58% 38
2023
Q4 		$1.14M Buy
21,436
+2,556
+14% +$134K 0.6% 38
2023
Q3 		$986K Buy
+18,880
New +$1.04M 0.61% 35

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Rooted Wealth Advisors's ARKQ Position: Q3 2024 in Review

Rooted Wealth Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2024, closing a stake of 24,387 shares — an estimated $1.42M sold.

Rooted Wealth Advisors first reported a position in ARKQ in Q3 2023 and held it in 4 quarters. The position peaked at $1.42M in Q2 2024. 152 funds tracked by Wall St. Rank hold ARKQ as of Q3 2024.

  • Rooted Wealth Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2024 after selling out during the quarter.
  • Rooted Wealth Advisors sold 24,387 ARK Autonomous Technology & Robotics ETF shares in Q3 2024, an estimated $1.42M.
  • Rooted Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2023 and held it in 4 quarters.
  • Rooted Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $1.42M in Q2 2024.
  • 152 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2024.

Based on Rooted Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.