James T. Borello RIA’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

James T. Borello RIA’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 Q3	–	Sell	-82	Closed	-$10.8K	–	1284
2026 Q2	$10.8K	Hold	82	–	–	﹤0.01%	572
2026 Q1	$9.22K	Hold	82	–	–	﹤0.01%	589
2025 Q4	$9.4K	Hold	82	–	–	﹤0.01%	429
2025 Q3	$9.15K	Buy	82 +2	+3%	+$197	﹤0.01%	323
2025 Q2	$7.13K	Buy	80 +3	+4%	+$226	﹤0.01%	217
2025 Q1	$5.1K	Buy	77 +2	+3%	+$152	﹤0.01%	180
2024 Q4	$5.79K	Buy	75 +3	+4%	+$209	﹤0.01%	153
2024 Q3	$4.39K	Buy	72 +4	+6%	+$225	﹤0.01%	147
2024 Q2	$3.75K	Buy	68 +3	+5%	+$162	﹤0.01%	137
2024 Q1	$3.56K	Buy	65 +3	+5%	+$163	﹤0.01%	139
2023 Q4	$3.58K	Buy	+62	New	+$3.26K	﹤0.01%	117

Other funds holding ARKQ

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's ARKQ Position: Q3 2026 in Review

James T. Borello RIA sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2026, closing a stake of 82 shares — an estimated $10.8K sold.

James T. Borello RIA first reported a position in ARKQ in Q4 2023 and held it in 11 quarters. The position peaked at $10.8K in Q2 2026. 63 funds tracked by Wall St. Rank hold ARKQ as of Q3 2026.

James T. Borello RIA reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2026 after selling out during the quarter.
James T. Borello RIA sold 82 ARK Autonomous Technology & Robotics ETF shares in Q3 2026, an estimated $10.8K.
James T. Borello RIA first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2023 and held it in 11 quarters.
James T. Borello RIA's ARK Autonomous Technology & Robotics ETF position peaked at $10.8K in Q2 2026.
63 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.