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

SOA 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
2026
Q2 		$32.3K Sell
244
-32
-12% -$4.16K 0.01% 453
2026
Q1 		$31K Hold
276
– – 0.01% 439
2025
Q4 		$31.6K Hold
276
– – 0.01% 438
2025
Q3 		$30.8K Hold
276
– – 0.01% 446
2025
Q2 		$24.6K Hold
276
– – ﹤0.01% 467
2025
Q1 		$18.3K Hold
276
– – ﹤0.01% 486
2024
Q4 		$21.3K Buy
276
+75
+37% +$5.21K ﹤0.01% 447
2024
Q3 		$12.2K Hold
201
– – ﹤0.01% 517
2024
Q2 		$11.1K Hold
201
– – ﹤0.01% 523
2024
Q1 		$11K Hold
201
– – ﹤0.01% 525
2023
Q4 		$11.6K Hold
201
– – ﹤0.01% 505
2023
Q3 		$10.5K Hold
201
– – ﹤0.01% 517
2023
Q2 		$11.3K Hold
201
– – ﹤0.01% 518
2023
Q1 		$10.1K Hold
201
– – ﹤0.01% 521
2022
Q4 		$8.24K Hold
201
– – ﹤0.01% 550
2022
Q3 		$9K Hold
201
– – ﹤0.01% 520
2022
Q2 		$10K Sell
201
-29,510
-99% -$1.66M ﹤0.01% 488
2022
Q1 		$2.01M Sell
29,711
-8,824
-23% -$585K 0.49% 51
2021
Q4 		$3M Sell
38,535
-13,286
-26% -$1.08M 0.73% 38
2021
Q3 		$4.04M Sell
51,821
-1,040
-2% -$85K 1.04% 23
2021
Q2 		$4.56M Buy
52,861
+4,216
+9% +$347K 1.17% 22
2021
Q1 		$4.08M Sell
48,645
-7,719
-14% -$678K 1.14% 23
2020
Q4 		$5.5M Buy
+56,364
New +$3.73M 1.5% 17

Other funds holding ARKQ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM

SOA Wealth Advisors's ARKQ Position: Q2 2026 in Review

SOA Wealth Advisors reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 12% in Q2 2026, selling an estimated $4.16K and leaving 244 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #453.

SOA Wealth Advisors first reported a position in ARKQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.5M in Q4 2020. 62 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • SOA Wealth Advisors held 244 shares of ARK Autonomous Technology & Robotics ETF worth $32.3K as of Q2 2026.
  • SOA Wealth Advisors sold 32 ARK Autonomous Technology & Robotics ETF shares in Q2 2026, an estimated $4.16K.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #453 holding.
  • SOA Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $5.5M in Q4 2020.
  • 62 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.