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Braeburn Wealth Management’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Braeburn Wealth 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
2026
Q2 		– Sell
-57,081
Closed -$1.68M – 100
2026
Q1 		$1.68M Buy
+57,081
New +$1.83M 0.96% 22

Other funds holding ARKX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Braeburn Wealth Management's ARKX Position: Q2 2026 in Review

Braeburn Wealth Management sold out of ARK Space & Defense Innovation ETF (ARKX) in Q2 2026, closing a stake of 57,081 shares — an estimated $1.68M sold.

Braeburn Wealth Management first reported a position in ARKX in Q1 2026 and held it in 1 quarter. The position peaked at $1.68M in Q1 2026. 170 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Braeburn Wealth Management reported no remaining ARK Space & Defense Innovation ETF position as of Q2 2026 after selling out during the quarter.
  • Braeburn Wealth Management sold 57,081 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $1.68M.
  • Braeburn Wealth Management first reported a position in ARK Space & Defense Innovation ETF in Q1 2026 and held it in 1 quarter.
  • Braeburn Wealth Management's ARK Space & Defense Innovation ETF position peaked at $1.68M in Q1 2026.
  • 170 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.