Advisors Preferred’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Advisors Preferred’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
2023 Q4	–	Sell	-29,954	Closed	-$408K	–	231
2023 Q3	$408K	Buy	29,954 +18,958	+172%	+$277K	0.13%	106
2023 Q2	$167K	Buy	+10,996	New	+$153K	0.04%	102

Other funds holding ARKX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Advisors Preferred's ARKX Position: Q4 2023 in Review

Advisors Preferred sold out of ARK Space & Defense Innovation ETF (ARKX) in Q4 2023, closing a stake of 29,954 shares — an estimated $408K sold.

Advisors Preferred first reported a position in ARKX in Q2 2023 and held it in 2 quarters. The position peaked at $408K in Q3 2023. 68 funds tracked by Wall St. Rank hold ARKX as of Q4 2023.

Advisors Preferred reported no remaining ARK Space & Defense Innovation ETF position as of Q4 2023 after selling out during the quarter.
Advisors Preferred sold 29,954 ARK Space & Defense Innovation ETF shares in Q4 2023, an estimated $408K.
Advisors Preferred first reported a position in ARK Space & Defense Innovation ETF in Q2 2023 and held it in 2 quarters.
Advisors Preferred's ARK Space & Defense Innovation ETF position peaked at $408K in Q3 2023.
68 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2023.

Based on Advisors Preferred's 13F filing for Q4 2023, filed 24 Jan 2024.