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Atomi Financial Group’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Atomi Financial Group’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
2024
Q1 		– Sell
-28,465
Closed -$439K – 732
2023
Q4 		$439K Sell
28,465
-184
-0.6% -$2.58K 0.06% 306
2023
Q3 		$395K Buy
+28,649
New +$419K 0.13% 184

Other funds holding ARKX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atomi Financial Group's ARKX Position: Q1 2024 in Review

Atomi Financial Group sold out of ARK Space & Defense Innovation ETF (ARKX) in Q1 2024, closing a stake of 28,465 shares — an estimated $439K sold.

Atomi Financial Group first reported a position in ARKX in Q3 2023 and held it in 2 quarters. The position peaked at $439K in Q4 2023. 67 funds tracked by Wall St. Rank hold ARKX as of Q1 2024.

  • Atomi Financial Group reported no remaining ARK Space & Defense Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 28,465 ARK Space & Defense Innovation ETF shares in Q1 2024, an estimated $439K.
  • Atomi Financial Group first reported a position in ARK Space & Defense Innovation ETF in Q3 2023 and held it in 2 quarters.
  • Atomi Financial Group's ARK Space & Defense Innovation ETF position peaked at $439K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.