United Capital Financial Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

United Capital Financial Advisors’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
2022 Q2	–	Sell	-4,618	Closed	-$312K	–	1126
2022 Q1	$312K	Buy	4,618 +1,056	+30%	+$70.1K	﹤0.01%	977
2021 Q4	$274K	Buy	3,562 +587	+20%	+$47.9K	﹤0.01%	1052
2021 Q3	$232K	Sell	2,975 -150	-5%	-$12.3K	﹤0.01%	1091
2021 Q2	$269K	Sell	3,125 -2,640	-46%	-$217K	﹤0.01%	1054
2021 Q1	$484K	Buy	5,765 +280	+5%	+$24.6K	﹤0.01%	851
2020 Q4	$418K	Buy	5,485 +175	+3%	+$11.6K	﹤0.01%	897
2020 Q3	$305K	Sell	5,310 -1,987	-27%	-$109K	﹤0.01%	951
2020 Q2	$345K	Hold	7,297	–	–	﹤0.01%	971
2020 Q1	$242K	Hold	7,297	–	–	﹤0.01%	1022
2019 Q4	$271K	Hold	7,297	–	–	﹤0.01%	1179
2019 Q3	$231K	Hold	7,297	–	–	﹤0.01%	1149
2019 Q2	$246K	Buy	+7,297	New	+$241K	﹤0.01%	1290

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

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

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

HFM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

United Capital Financial Advisors's ARKQ Position: Q2 2022 in Review

United Capital Financial Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2022, closing a stake of 4,618 shares — an estimated $312K sold.

United Capital Financial Advisors first reported a position in ARKQ in Q2 2019 and held it in 12 quarters. The position peaked at $484K in Q1 2021. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

United Capital Financial Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 4,618 ARK Autonomous Technology & Robotics ETF shares in Q2 2022, an estimated $312K.
United Capital Financial Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2019 and held it in 12 quarters.
United Capital Financial Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $484K in Q1 2021.
184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.