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

Western 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
2026 Q1	$653K	Buy	5,806 +2,916	+101%	+$359K	0.02%	568
2025 Q4	$331K	Buy	2,890 +37	+1%	+$4.26K	0.02%	631
2025 Q3	$318K	Hold	2,853	–	–	0.02%	578
2025 Q2	$254K	Buy	+2,853	New	+$215K	0.02%	608
2025 Q1	–	Sell	-3,060	Closed	-$236K	–	680
2024 Q4	$236K	Buy	+3,060	New	+$213K	0.02%	593
2024 Q1	–	Sell	-3,590	Closed	-$207K	–	650
2023 Q4	$207K	Buy	+3,590	New	+$189K	0.01%	652
2023 Q3	–	Sell	-4,257	Closed	-$240K	–	654
2023 Q2	$240K	Buy	+4,257	New	+$211K	0.02%	565
2022 Q4	–	Sell	-9,556	Closed	-$427K	–	619
2022 Q3	$427K	Buy	9,556 +2,333	+32%	+$123K	0.02%	540
2022 Q2	$370K	Sell	7,223 -497	-6%	-$27.9K	0.02%	549
2022 Q1	$522K	Buy	7,720 +3,343	+76%	+$222K	0.03%	518
2021 Q4	$340K	Buy	+4,377	New	+$357K	0.03%	428
2021 Q2	$456K	Sell	5,312 -2,912	-35%	-$239K	0.05%	374
2021 Q1	$690K	Buy	8,224 +4,948	+151%	+$435K	0.09%	218
2020 Q4	$250K	Buy	+3,276	New	+$217K	0.04%	391

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Western Wealth Management's ARKQ Position: Q1 2026 in Review

Western Wealth Management increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 101% in Q1 2026, buying an estimated $359K and bringing the position to 5,806 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #568.

Western Wealth Management first reported a position in ARKQ in Q4 2020 and has held it in 14 quarters since. The position peaked at $690K in Q1 2021. 263 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

Western Wealth Management held 5,806 shares of ARK Autonomous Technology & Robotics ETF worth $653K as of Q1 2026.
Western Wealth Management bought 2,916 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $359K.
ARK Autonomous Technology & Robotics ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #568 holding.
Western Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and has held it in 14 quarters since.
Western Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $690K in Q1 2021.
263 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.