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Ark Etf Tr indl innovatin shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Ark Etf Tr indl innovatin (ARKQ) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Ark Etf Tr indl innovatin

Tip: Access up to 7 years of quarterly data

All positions including Ark Etf Tr indl innovatin held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ark Etf Tr indl innovatin by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 22k 53.32
2023-12-31 $1.1M 21k 53.09
2023-09-30 $986k 19k 52.22

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Ark Etf Tr indl innovatin

Bank of America Corporation
Granite Bay Wealth Management
Wells Fargo & Company
Commonwealth Equity Services
Hartford Financial Management
Brookstone Capital Management
Aspire Capital Advisors
Advisor Group Holdings
Citadel Advisors
Royal Bank of Canada
Private Advisor
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Wealthfront Advisers
Jane Street

View all funds holding Ark Etf Tr indl innovatin