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

Copia 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 Q3	$638	Hold	20	–	–	﹤0.01%	543
2026 Q2	$682	Hold	20	–	–	﹤0.01%	524
2026 Q1	$587	Hold	20	–	–	﹤0.01%	495
2025 Q4	$580	Hold	20	–	–	﹤0.01%	493
2025 Q3	$571	Hold	20	–	–	﹤0.01%	450
2025 Q2	$483	Hold	20	–	–	﹤0.01%	442
2025 Q1	$355	Hold	20	–	–	﹤0.01%	432
2024 Q4	$390	Buy	+20	New	+$361	﹤0.01%	402

Other funds holding ARKX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Copia Wealth Management's ARKX Position: Q3 2026 in Review

Copia Wealth Management held its ARK Space & Defense Innovation ETF (ARKX) position steady in Q3 2026 at 20 shares worth $638. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Copia Wealth Management first reported a position in ARKX in Q4 2024 and has held it in 8 quarters since. The position peaked at $682 in Q2 2026. 140 funds tracked by Wall St. Rank hold ARKX as of Q3 2026.

Copia Wealth Management held 20 shares of ARK Space & Defense Innovation ETF worth $638 as of Q3 2026.
Copia Wealth Management left its ARK Space & Defense Innovation ETF share count unchanged in Q3 2026.
ARK Space & Defense Innovation ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q3 2026, its #543 holding.
Copia Wealth Management first reported a position in ARK Space & Defense Innovation ETF in Q4 2024 and has held it in 8 quarters since.
Copia Wealth Management's ARK Space & Defense Innovation ETF position peaked at $682 in Q2 2026.
140 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q3 2026.

Based on Copia Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.