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WR Wealth Planners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-290
Closed -$17.7K – 1111
2024
Q3 		$17.7K Hold
290
– – ﹤0.01% 515
2024
Q2 		$16K Hold
290
– – ﹤0.01% 484
2024
Q1 		$15.9K Buy
+290
New +$15.7K ﹤0.01% 499
2023
Q4 		– Sell
-290
Closed -$15.2K – 226
2023
Q3 		$15.2K Hold
290
– – 0.01% 470
2023
Q2 		$16.3K Hold
290
– – 0.01% 467
2023
Q1 		$14.6K Buy
+290
New +$13.8K 0.01% 468

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WR Wealth Planners's ARKQ Position: Q4 2024 in Review

WR Wealth Planners sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2024, closing a stake of 290 shares — an estimated $17.7K sold.

WR Wealth Planners first reported a position in ARKQ in Q1 2023 and held it in 6 quarters. The position peaked at $17.7K in Q3 2024. 171 funds tracked by Wall St. Rank hold ARKQ as of Q4 2024.

  • WR Wealth Planners reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 290 ARK Autonomous Technology & Robotics ETF shares in Q4 2024, an estimated $17.7K.
  • WR Wealth Planners first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's ARK Autonomous Technology & Robotics ETF position peaked at $17.7K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.