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Concord Wealth Partners’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Concord Wealth Partners’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 		$580 Buy
+17
New +$572 ﹤0.01% 808
2026
Q1 		– Sell
-17
Closed -$493 – 243
2025
Q4 		$493 Buy
+17
New +$497 ﹤0.01% 766

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

Concord Wealth Partners's ARKX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q2 2026: 17 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ARKX as recently as Q4 2025.

Concord Wealth Partners first reported a position in ARKX in Q4 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Concord Wealth Partners held 17 shares of ARK Space & Defense Innovation ETF worth $580 as of Q2 2026.
  • ARK Space & Defense Innovation ETF was a new Concord Wealth Partners position in Q2 2026.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #808 holding.
  • Concord Wealth Partners first reported a position in ARK Space & Defense Innovation ETF in Q4 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.