CWM
ARKX icon

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
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
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

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

Copia Wealth Management held its ARK Space & Defense Innovation ETF (ARKX) position steady in Q2 2026 at 20 shares worth $682. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Copia Wealth Management first reported a position in ARKX in Q4 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Copia Wealth Management held 20 shares of ARK Space & Defense Innovation ETF worth $682 as of Q2 2026.
  • Copia Wealth Management left its ARK Space & Defense Innovation ETF share count unchanged in Q2 2026.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Copia Wealth Management first reported a position in ARK Space & Defense Innovation ETF in Q4 2024 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.