CIBC Private Wealth Group’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

CIBC Private Wealth 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
2025 Q4	$14.4K	Sell	497 -80	-14%	-$2.34K	﹤0.01%	2284
2025 Q3	$16.5K	Buy	577 +80	+16%	+$2.1K	﹤0.01%	2214
2025 Q2	$12K	Hold	497	–	–	﹤0.01%	2189
2025 Q1	$7.96K	Hold	497	–	–	﹤0.01%	2308
2024 Q4	$10K	Hold	497	–	–	﹤0.01%	2267
2024 Q3	$8.06K	Hold	497	–	–	﹤0.01%	2465
2024 Q2	$7.57K	Hold	497	–	–	﹤0.01%	2389
2024 Q1	$7.39K	Buy	+497	New	+$7.27K	﹤0.01%	2388
2022 Q4	–	Sell	-16,617	Closed	-$206K	–	864
2022 Q3	$206K	Hold	16,617	–	–	﹤0.01%	858
2022 Q2	$224K	Hold	16,617	–	–	﹤0.01%	861
2022 Q1	$298K	Sell	16,617 -400	-2%	-$6.81K	﹤0.01%	847
2021 Q4	$321K	Buy	17,017 +400	+2%	+$7.89K	﹤0.01%	858
2021 Q3	$326K	Hold	16,617	–	–	﹤0.01%	808
2021 Q2	$349K	Hold	16,617	–	–	﹤0.01%	870
2021 Q1	$341K	Buy	+16,617	New	+$340K	﹤0.01%	880

Other funds holding ARKX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

BCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's ARKX Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its ARK Space & Defense Innovation ETF (ARKX) stake by 14% in Q4 2025, selling an estimated $2.34K and leaving 497 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

CIBC Private Wealth Group first reported a position in ARKX in Q1 2021 and has held it in 15 quarters since. The position peaked at $349K in Q2 2021. 116 funds tracked by Wall St. Rank hold ARKX as of Q4 2025.

CIBC Private Wealth Group held 497 shares of ARK Space & Defense Innovation ETF worth $14.4K as of Q4 2025.
CIBC Private Wealth Group sold 80 ARK Space & Defense Innovation ETF shares in Q4 2025, an estimated $2.34K.
ARK Space & Defense Innovation ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2284 holding.
CIBC Private Wealth Group first reported a position in ARK Space & Defense Innovation ETF in Q1 2021 and has held it in 15 quarters since.
CIBC Private Wealth Group's ARK Space & Defense Innovation ETF position peaked at $349K in Q2 2021.
116 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.