Creative Planning’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Creative Planning’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	$751K	Buy	22,024 +4,075	+23%	+$137K	﹤0.01%	2875
2026 Q1	$527K	Buy	17,949 +222	+1%	+$7.1K	﹤0.01%	2995
2025 Q4	$514K	Sell	17,727 -102	-0.6%	-$2.98K	﹤0.01%	2819
2025 Q3	$509K	Buy	17,829 +2,758	+18%	+$72.4K	﹤0.01%	2706
2025 Q2	$364K	Buy	+15,071	New	+$301K	﹤0.01%	2739
2022 Q4	–	Sell	-10,595	Closed	-$131K	–	2495
2022 Q3	$131K	Sell	10,595 -45	-0.4%	-$641	﹤0.01%	1991
2022 Q2	$143K	Buy	+10,640	New	+$161K	﹤0.01%	1927
2021 Q4	–	Sell	-11,137	Closed	-$218K	–	2089
2021 Q3	$218K	Buy	+11,137	New	+$228K	﹤0.01%	1811

Other funds holding ARKX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Creative Planning's ARKX Position: Q2 2026 in Review

Creative Planning increased its ARK Space & Defense Innovation ETF (ARKX) stake by 23% in Q2 2026, buying an estimated $137K and bringing the position to 22,024 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Creative Planning first reported a position in ARKX in Q3 2021 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

Creative Planning held 22,024 shares of ARK Space & Defense Innovation ETF worth $751K as of Q2 2026.
Creative Planning bought 4,075 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $137K.
ARK Space & Defense Innovation ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2875 holding.
Creative Planning first reported a position in ARK Space & Defense Innovation ETF in Q3 2021 and has held it in 8 quarters since.
171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.