Baystate Wealth Management LLC - ARK ETF TR ownership

ARK ETF TR's ticker is ARKQ and the CUSIP is 00214Q203. A total of 172 filers reported holding ARK ETF TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.0%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ARK ETF TR
ValueSharesWeighting
Q3 2023$10,163
-6.9%
1930.0%0.00%0.0%
Q2 2023$10,919
+12.1%
1930.0%0.00%0.0%
Q1 2023$9,743
+243475.0%
193
+107.5%
0.00%
Q4 2022$4
-99.9%
930.0%0.00%
Q3 2022$4,000
-20.0%
930.0%0.00%
Q2 2022$5,000
-54.5%
93
-44.0%
0.00%
-100.0%
Q1 2022$11,000
-69.4%
166
-64.7%
0.00%
-66.7%
Q4 2021$36,000
+28.6%
470
+32.0%
0.00%0.0%
Q3 2021$28,000
+64.7%
356
+76.2%
0.00%
+50.0%
Q2 2021$17,0000.0%2020.0%0.00%0.0%
Q1 2021$17,000
+54.5%
202
+41.3%
0.00%
+100.0%
Q4 2020$11,0001430.00%
Other shareholders
ARK ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Miller Investment Management, LP 739,437$62,068,00011.47%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 325,716$27,341,0008.46%
Portfolio Strategies, Inc. 223,142$18,731,0003.92%
Hartford Financial Management Inc. 139,675$11,724,0002.91%
New England Investment & Retirement Group, Inc. 127,762$10,724,0002.59%
PEAK FINANCIAL ADVISORS LLC 27,955$2,347,0001.98%
Ahrens Investment Partners LLC 31,858$2,674,0001.35%
SOA Wealth Advisors, LLC. 48,645$4,083,0001.14%
Stevard, LLC 16,535$1,388,0001.14%
South Shore Capital Advisors 12,407$1,042,0001.04%
View complete list of ARK ETF TR shareholders