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

Clearstead Advisors’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
2022
Q1 		– Sell
-48
Closed -$1K – 1369
2021
Q4 		$1K Buy
+48
New +$947 ﹤0.01% 1156

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Osaic Holdings
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WAM
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Citadel Advisors
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SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
HT
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearstead Advisors's ARKX Position: Q1 2022 in Review

Clearstead Advisors sold out of ARK Space & Defense Innovation ETF (ARKX) in Q1 2022, closing a stake of 48 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in ARKX in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 92 funds tracked by Wall St. Rank hold ARKX as of Q1 2022.

  • Clearstead Advisors reported no remaining ARK Space & Defense Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Clearstead Advisors sold 48 ARK Space & Defense Innovation ETF shares in Q1 2022, an estimated $1K.
  • Clearstead Advisors first reported a position in ARK Space & Defense Innovation ETF in Q4 2021 and held it in 1 quarter.
  • Clearstead Advisors's ARK Space & Defense Innovation ETF position peaked at $1K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.