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Steward Partners Investment Advisory’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Steward Partners Investment Advisory’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 		$563K Sell
5,006
-408
-8% -$50.2K ﹤0.01% 1453
2025
Q4 		$621K Buy
5,414
+548
+11% +$63.2K ﹤0.01% 1300
2025
Q3 		$543K Sell
4,866
-266
-5% -$26.3K ﹤0.01% 1328
2025
Q2 		$458K Sell
5,132
-2,231
-30% -$168K ﹤0.01% 1345
2025
Q1 		$488K Buy
7,363
+602
+9% +$45.9K ﹤0.01% 1229
2024
Q4 		$522K Sell
6,761
-512
-7% -$35.6K ﹤0.01% 1135
2024
Q3 		$443K Sell
7,273
-12
-0.2% -$674 ﹤0.01% 1156
2024
Q2 		$401K Sell
7,285
-232
-3% -$12.5K ﹤0.01% 1155
2024
Q1 		$411K Sell
7,517
-2,233
-23% -$121K ﹤0.01% 1140
2023
Q4 		$563K Sell
9,750
-290
-3% -$15.2K 0.01% 948
2023
Q3 		$527K Sell
10,040
-326
-3% -$18K 0.01% 905
2023
Q2 		$584K Sell
10,366
-105
-1% -$5.21K 0.01% 883
2023
Q1 		$527K Buy
10,471
+1,660
+19% +$79K 0.01% 900
2022
Q4 		$361K Sell
8,811
-1,239
-12% -$54.6K 0.01% 1017
2022
Q3 		$453K Buy
10,050
+219
+2% +$11.6K 0.01% 886
2022
Q2 		$492K Sell
9,831
-117
-1% -$6.56K 0.01% 856
2022
Q1 		$673K Buy
9,948
+552
+6% +$36.6K 0.01% 817
2021
Q4 		$724K Sell
9,396
-19
-0.2% -$1.55K 0.01% 812
2021
Q3 		$735K Buy
9,415
+1,803
+24% +$147K 0.01% 773
2021
Q2 		$656K Sell
7,612
-1,838
-19% -$151K 0.01% 835
2021
Q1 		$793K Sell
9,450
-12,022
-56% -$1.06M 0.01% 729
2020
Q4 		$1.64M Buy
21,472
+17,532
+445% +$1.16M 0.04% 411
2020
Q3 		$226K Buy
3,940
+1,632
+71% +$89.5K 0.01% 900
2020
Q2 		$109K Buy
2,308
+775
+51% +$31.9K ﹤0.01% 1111
2020
Q1 		$50K Buy
1,533
+90
+6% +$3.38K ﹤0.01% 1255
2019
Q4 		$53K Sell
1,443
-135
-9% -$4.63K ﹤0.01% 1363
2019
Q3 		$50K Sell
1,578
-895
-36% -$28.9K ﹤0.01% 1345
2019
Q2 		$83K Buy
+2,473
New +$81.5K ﹤0.01% 1126
2018
Q4 		– Sell
-3,188
Closed -$115K – 851
2018
Q3 		$115K Sell
3,188
-3,458
-52% -$124K 0.01% 886
2018
Q2 		$230K Sell
6,646
-295
-4% -$10.1K 0.01% 625
2018
Q1 		$228K Buy
6,941
+1,120
+19% +$39.3K 0.02% 590
2017
Q4 		$191K Buy
+5,821
New +$194K 0.01% 524

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
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 $21.8B AUM 28.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's ARKQ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 7.5% in Q1 2026, selling an estimated $50.2K and leaving 5,006 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Steward Partners Investment Advisory first reported a position in ARKQ in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.64M in Q4 2020. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • Steward Partners Investment Advisory held 5,006 shares of ARK Autonomous Technology & Robotics ETF worth $563K as of Q1 2026.
  • Steward Partners Investment Advisory sold 408 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $50.2K.
  • ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1453 holding.
  • Steward Partners Investment Advisory first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2017 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's ARK Autonomous Technology & Robotics ETF position peaked at $1.64M in Q4 2020.
  • 263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.