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

Consultiva 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 		$61.4K Buy
1,800
+300
+20% +$10.1K 0.14% 93
2026
Q1 		$44K Hold
1,500
– – 0.13% 102
2025
Q4 		$43.5K Hold
1,500
– – 0.12% 102
2025
Q3 		$42.8K Buy
1,500
+500
+50% +$13.1K 0.12% 100
2025
Q2 		$24.2K Hold
1,000
– – 0.07% 139
2025
Q1 		$17.7K Buy
+1,000
New +$19.7K 0.06% 167

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

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

Consultiva Wealth Management increased its ARK Space & Defense Innovation ETF (ARKX) stake by 20% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,800 shares worth $61.4K. The position accounts for 0.14% of the portfolio, ranked #93.

Consultiva Wealth Management first reported a position in ARKX in Q1 2025 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Consultiva Wealth Management held 1,800 shares of ARK Space & Defense Innovation ETF worth $61.4K as of Q2 2026.
  • Consultiva Wealth Management bought 300 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $10.1K.
  • ARK Space & Defense Innovation ETF made up 0.14% of Consultiva Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Consultiva Wealth Management first reported a position in ARK Space & Defense Innovation ETF in Q1 2025 and has held it in 6 quarters since.
  • 171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.