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

Whalen 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
2025
Q3 		– Sell
-2,941
Closed -$262K – 183
2025
Q2 		$262K Buy
+2,941
New +$221K 0.16% 157

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Whalen Wealth Management's ARKQ Position: Q3 2025 in Review

Whalen Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2025, closing a stake of 2,941 shares — an estimated $262K sold.

Whalen Wealth Management first reported a position in ARKQ in Q2 2025 and held it in 1 quarter. The position peaked at $262K in Q2 2025. 214 funds tracked by Wall St. Rank hold ARKQ as of Q3 2025.

  • Whalen Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,941 ARK Autonomous Technology & Robotics ETF shares in Q3 2025, an estimated $262K.
  • Whalen Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $262K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.