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Summit Wealth Group (Colorado)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,667
Closed -$272K – 281
2025
Q3 		$272K Buy
+5,667
New +$560K 0.04% 208

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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ARKQ Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2025, closing a stake of 5,667 shares — an estimated $272K sold.

Summit Wealth Group (Colorado) first reported a position in ARKQ in Q3 2025 and held it in 1 quarter. The position peaked at $272K in Q3 2025. 251 funds tracked by Wall St. Rank hold ARKQ as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,667 ARK Autonomous Technology & Robotics ETF shares in Q4 2025, an estimated $272K.
  • Summit Wealth Group (Colorado) first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s ARK Autonomous Technology & Robotics ETF position peaked at $272K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.