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

Valeo 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
2026
Q2 		$202K Buy
+1,529
New +$199K ﹤0.01% 763
2021
Q2 		– Sell
-1,563
Closed -$131K – 604
2021
Q1 		$131K Buy
1,563
+363
+30% +$31.9K 0.01% 545
2020
Q4 		$92K Buy
1,200
+1,192
+14,900% +$78.8K ﹤0.01% 598
2020
Q3 		$0 Buy
+8
New +$439 ﹤0.01% 1601

Other funds holding ARKQ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Valeo Financial Advisors's ARKQ Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2026: 1,529 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in ARKQ as recently as Q1 2021.

Valeo Financial Advisors first reported a position in ARKQ in Q3 2020 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold ARKQ as of Q2 2026.

  • Valeo Financial Advisors held 1,529 shares of ARK Autonomous Technology & Robotics ETF worth $202K as of Q2 2026.
  • ARK Autonomous Technology & Robotics ETF was a new Valeo Financial Advisors position in Q2 2026.
  • ARK Autonomous Technology & Robotics ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #763 holding.
  • Valeo Financial Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2020 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.