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

Capital Advisors Ltd’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 		$559K Buy
16,382
+6,901
+73% +$232K 0.06% 174
2026
Q1 		$278K Buy
9,481
+8,881
+1,480% +$284K 0.03% 261
2025
Q4 		$17K Hold
600
– – ﹤0.01% 679
2025
Q3 		$17K Buy
600
+300
+100% +$7.87K ﹤0.01% 677
2025
Q2 		$7K Buy
+300
New +$5.99K ﹤0.01% 855

Other funds holding ARKX

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Capital Advisors Ltd's ARKX Position: Q2 2026 in Review

Capital Advisors Ltd increased its ARK Space & Defense Innovation ETF (ARKX) stake by 73% in Q2 2026, buying an estimated $232K and bringing the position to 16,382 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #174.

Capital Advisors Ltd first reported a position in ARKX in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Capital Advisors Ltd held 16,382 shares of ARK Space & Defense Innovation ETF worth $559K as of Q2 2026.
  • Capital Advisors Ltd bought 6,901 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $232K.
  • ARK Space & Defense Innovation ETF made up 0.06% of Capital Advisors Ltd's portfolio in Q2 2026, its #174 holding.
  • Capital Advisors Ltd first reported a position in ARK Space & Defense Innovation ETF in Q2 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.