Wealth Management Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Buy	17,446 +1,237	+8%	+$152K	0.56%	43
2025 Q4	$1.86M	Sell	16,209 -7	-0%	-$807	0.53%	41
2025 Q3	$1.81M	Buy	16,216 +52	+0.3%	+$5.13K	0.57%	37
2025 Q2	$1.43M	Sell	16,164 -507	-3%	-$38.1K	0.5%	46
2025 Q1	$1.1M	Buy	16,671 +525	+3%	+$40K	0.51%	45
2024 Q4	$1.25M	Buy	16,146 +1,798	+13%	+$125K	0.54%	42
2024 Q3	$874K	Sell	14,348 -10,262	-42%	-$577K	0.41%	52
2024 Q2	$1.36M	Sell	24,610 -469	-2%	-$25.3K	0.66%	35
2024 Q1	$1.37M	Sell	25,079 -958	-4%	-$51.9K	0.7%	31
2023 Q4	$1.5M	Buy	+26,037	New	+$1.37M	0.84%	27
2022 Q1	–	Sell	-7,000	Closed	-$553K	–	113
2021 Q4	$553K	Sell	7,000 -438	-6%	-$35.7K	0.38%	60
2021 Q3	$581K	Buy	7,438 +1,672	+29%	+$137K	0.43%	53
2021 Q2	$497K	Sell	5,766 -3,746	-39%	-$308K	0.35%	65
2021 Q1	$806K	Buy	9,512 +5,172	+119%	+$455K	0.6%	46
2020 Q4	$400K	Buy	+4,340	New	+$287K	0.31%	74