Walled Lake Planning & Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q3	–	Sell	-11	Closed	-$1K	–	325
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	300
2021 Q1	$1K	Buy	+11	New	+$967	﹤0.01%	295

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

HFM

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ARKQ Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2021, closing a stake of 11 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in ARKQ in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 234 funds tracked by Wall St. Rank hold ARKQ as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 11 ARK Autonomous Technology & Robotics ETF shares in Q3 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 2 quarters.
Walled Lake Planning & Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $1K in Q2 2021.
234 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.