SOA Wealth Advisors
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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
Q3 		$29.6K Hold
244
– – ﹤0.01% 455
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

SOA Wealth Advisors's ARKQ Position: Q3 2026 in Review

SOA Wealth Advisors held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q3 2026 at 244 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

SOA Wealth Advisors first reported a position in ARKQ in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.5M in Q4 2020. 191 funds tracked by Wall St. Rank hold ARKQ as of Q3 2026.

  • SOA Wealth Advisors held 244 shares of ARK Autonomous Technology & Robotics ETF worth $29.6K as of Q3 2026.
  • SOA Wealth Advisors left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q3 2026.
  • ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #455 holding.
  • SOA Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $5.5M in Q4 2020.
  • 191 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.