EverSource Wealth Advisors’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

EverSource Wealth Advisors’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	$17.1K	Buy	500 +497	+16,567%	+$16.7K	﹤0.01%	2560
2026 Q1	$88	Buy	+3	New	+$96	﹤0.01%	4286
2024 Q2	–	Sell	-50	Closed	-$734	–	3066
2024 Q1	$734	Hold	50	–	–	﹤0.01%	2649
2023 Q4	$771	Hold	50	–	–	﹤0.01%	2442
2023 Q3	$689	Hold	50	–	–	﹤0.01%	2326
2023 Q2	$760	Hold	50	–	–	﹤0.01%	2283
2023 Q1	$700	Hold	50	–	–	﹤0.01%	2173
2022 Q4	$620	Hold	50	–	–	﹤0.01%	2174
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	1775
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1618
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	1627
2021 Q4	$1K	Buy	+50	New	+$986	﹤0.01%	1676

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

EverSource Wealth Advisors's ARKX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ARK Space & Defense Innovation ETF (ARKX) stake by 16,567% in Q2 2026, buying an estimated $16.7K and bringing the position to 500 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

EverSource Wealth Advisors first reported a position in ARKX in Q4 2021 and has held it in 12 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

EverSource Wealth Advisors held 500 shares of ARK Space & Defense Innovation ETF worth $17.1K as of Q2 2026.
EverSource Wealth Advisors bought 497 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $16.7K.
ARK Space & Defense Innovation ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2560 holding.
EverSource Wealth Advisors first reported a position in ARK Space & Defense Innovation ETF in Q4 2021 and has held it in 12 quarters since.
171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.