Sigma Planning Corp
ARKQ icon

Sigma Planning Corp’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Sigma Planning Corp’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
Q3 		$357K Sell
2,963
-1,223
-29% -$150K 0.01% 985
2026
Q2 		$553K Sell
4,186
-179
-4% -$23.2K 0.01% 867
2026
Q1 		$491K Buy
4,365
+85
+2% +$10.5K 0.01% 844
2025
Q4 		$491K Buy
4,280
+1,183
+38% +$136K 0.01% 799
2025
Q3 		$346K Sell
3,097
-75
-2% -$7.41K 0.01% 983
2025
Q2 		$283K Sell
3,172
-791
-20% -$59.5K 0.01% 1016
2025
Q1 		$263K Sell
3,963
-1,608
-29% -$123K 0.01% 1004
2024
Q4 		$430K Sell
5,571
-51
-0.9% -$3.54K 0.01% 792
2024
Q3 		$342K Sell
5,622
-1,025
-15% -$57.6K 0.01% 904
2024
Q2 		$366K Sell
6,647
-90
-1% -$4.86K 0.01% 845
2024
Q1 		$369K Buy
+6,737
New +$365K 0.01% 881
2023
Q4 		– Sell
-7,266
Closed -$381K – 857
2023
Q3 		$381K Sell
7,266
-314
-4% -$17.3K 0.01% 831
2023
Q2 		$427K Buy
7,580
+99
+1% +$4.91K 0.02% 796
2023
Q1 		$376K Sell
7,481
-5
-0.1% -$238 0.01% 926
2022
Q4 		$307K Sell
7,486
-2,010
-21% -$88.5K 0.01% 956
2022
Q3 		$428K Buy
9,496
+294
+3% +$15.5K 0.02% 797
2022
Q2 		$461K Sell
9,202
-816
-8% -$45.8K 0.02% 789
2022
Q1 		$678K Sell
10,018
-43,624
-81% -$2.89M 0.02% 706
2021
Q4 		$4.13M Buy
53,642
+2,212
+4% +$181K 0.12% 185
2021
Q3 		$4.01M Buy
51,430
+503
+1% +$41.1K 0.12% 184
2021
Q2 		$4.39M Buy
50,927
+13,937
+38% +$1.15M 0.13% 172
2021
Q1 		$3.1M Buy
36,990
+11,142
+43% +$979K 0.1% 234
2020
Q4 		$1.97M Buy
+25,848
New +$1.71M 0.07% 280

Other funds holding ARKQ

Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Hartford Financial Management
Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Sigma Planning Corp's ARKQ Position: Q3 2026 in Review

Sigma Planning Corp reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 29% in Q3 2026, selling an estimated $150K and leaving 2,963 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #985.

Sigma Planning Corp first reported a position in ARKQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.39M in Q2 2021. 86 funds tracked by Wall St. Rank hold ARKQ as of Q3 2026.

  • Sigma Planning Corp held 2,963 shares of ARK Autonomous Technology & Robotics ETF worth $357K as of Q3 2026.
  • Sigma Planning Corp sold 1,223 ARK Autonomous Technology & Robotics ETF shares in Q3 2026, an estimated $150K.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #985 holding.
  • Sigma Planning Corp first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 23 quarters since.
  • Sigma Planning Corp's ARK Autonomous Technology & Robotics ETF position peaked at $4.39M in Q2 2021.
  • 86 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.