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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return