Action Point Financial Planning’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Action Point Financial Planning’s Portfolio ARKX Stock Details ARKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83K	Buy	+83	New	+$2.79K	﹤0.01%	2082

Other funds holding ARKX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Action Point Financial Planning's ARKX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q2 2026: 83 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings.

169 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

Action Point Financial Planning held 83 shares of ARK Space & Defense Innovation ETF worth $2.83K as of Q2 2026.
ARK Space & Defense Innovation ETF was a new Action Point Financial Planning position in Q2 2026.
ARK Space & Defense Innovation ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2082 holding.
169 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.