Sweet Financial Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Sweet Financial Partners’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 Q3	$517K	Hold	8,490	–	–	0.11%	125
2024 Q2	$468K	Hold	8,490	–	–	0.11%	123
2024 Q1	$464K	Hold	8,490	–	–	0.11%	130
2023 Q4	$490K	Hold	8,490	–	–	0.12%	122
2023 Q3	$445K	Hold	8,490	–	–	0.12%	112
2023 Q2	$478K	Hold	8,490	–	–	0.12%	113
2023 Q1	$427K	Hold	8,490	–	–	0.12%	112
2022 Q4	$348K	Hold	8,490	–	–	0.1%	123
2022 Q3	$383K	Hold	8,490	–	–	0.12%	111
2022 Q2	$425K	Sell	8,490 -1,898	-18%	-$106K	0.13%	99
2022 Q1	$703K	Buy	10,388 +18	+0.2%	+$1.19K	0.19%	66
2021 Q4	$799K	Buy	+10,370	New	+$846K	0.33%	41

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Sweet Financial Partners's ARKQ Position: Q3 2024 in Review

Sweet Financial Partners held its ARK Autonomous Technology & Robotics ETF (ARKQ) position steady in Q3 2024 at 8,490 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #125.

Sweet Financial Partners first reported a position in ARKQ in Q4 2021 and has held it in 12 quarters since. The position peaked at $799K in Q4 2021. 153 funds tracked by Wall St. Rank hold ARKQ as of Q3 2024.

Sweet Financial Partners held 8,490 shares of ARK Autonomous Technology & Robotics ETF worth $517K as of Q3 2024.
Sweet Financial Partners left its ARK Autonomous Technology & Robotics ETF share count unchanged in Q3 2024.
ARK Autonomous Technology & Robotics ETF made up 0.11% of Sweet Financial Partners's portfolio in Q3 2024, its #125 holding.
Sweet Financial Partners first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's ARK Autonomous Technology & Robotics ETF position peaked at $799K in Q4 2021.
153 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.