Anchor Investment Management’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Anchor Investment Management’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	-200	Closed	-$2.76K	–	959
2023 Q3	$2.76K	Buy	200 +50	+33%	+$731	﹤0.01%	878
2023 Q2	$2.28K	Hold	150	–	–	﹤0.01%	877
2023 Q1	$2.1K	Buy	150 +38	+34%	+$519	﹤0.01%	900
2022 Q4	$1.39K	Hold	112	–	–	﹤0.01%	895
2022 Q3	$1.38K	Hold	112	–	–	﹤0.01%	907
2022 Q2	$1.5K	Hold	112	–	–	﹤0.01%	908
2022 Q1	$2.01K	Buy	+112	New	+$1.91K	﹤0.01%	915

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

Anchor Investment Management's ARKX Position: Q4 2023 in Review

Anchor Investment Management sold out of ARK Space & Defense Innovation ETF (ARKX) in Q4 2023, closing a stake of 200 shares — an estimated $2.76K sold.

Anchor Investment Management first reported a position in ARKX in Q1 2022 and held it in 7 quarters. The position peaked at $2.76K in Q3 2023. 68 funds tracked by Wall St. Rank hold ARKX as of Q4 2023.

Anchor Investment Management reported no remaining ARK Space & Defense Innovation ETF position as of Q4 2023 after selling out during the quarter.
Anchor Investment Management sold 200 ARK Space & Defense Innovation ETF shares in Q4 2023, an estimated $2.76K.
Anchor Investment Management first reported a position in ARK Space & Defense Innovation ETF in Q1 2022 and held it in 7 quarters.
Anchor Investment Management's ARK Space & Defense Innovation ETF position peaked at $2.76K in Q3 2023.
68 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.