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Saxon Interests’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Saxon Interests’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 		$650K Sell
5,779
-2
-0% -$246 0.22% 121
2025
Q4 		$663K Buy
5,781
+461
+9% +$53.1K 0.23% 94
2025
Q3 		$521K Buy
5,320
+976
+22% +$96.4K 0.2% 103
2025
Q2 		$288K Hold
4,344
– – 0.13% 146
2025
Q1 		$288K Buy
4,344
+298
+7% +$22.7K 0.13% 146
2024
Q4 		$313K Sell
4,046
-1,094
-21% -$76K 0.14% 137
2024
Q3 		$313K Buy
5,140
+75
+1% +$4.21K 0.14% 135
2024
Q2 		$279K Buy
5,065
+363
+8% +$19.6K 0.13% 138
2024
Q1 		$257K Hold
4,702
– – 0.12% 151
2023
Q4 		$271K Buy
+4,702
New +$247K 0.14% 147

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $21.3B AUM 22.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return