Sugarloaf Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$6.49K	Buy	+84	New	+$5.84K	﹤0.01%	549

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sugarloaf Wealth Management's ARKQ Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2024: 84 shares worth $6.49K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings.

171 funds tracked by Wall St. Rank hold ARKQ as of Q4 2024.

Sugarloaf Wealth Management held 84 shares of ARK Autonomous Technology & Robotics ETF worth $6.49K as of Q4 2024.
ARK Autonomous Technology & Robotics ETF was a new Sugarloaf Wealth Management position in Q4 2024.
ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #549 holding.
171 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.