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 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 $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

EverSource Wealth Advisors's ARKX Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q1 2026: 3 shares worth $88. The stake represents ﹤0.01% of the portfolio and ranks #4286 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ARKX as recently as Q1 2024.

EverSource Wealth Advisors first reported a position in ARKX in Q4 2021 and has held it in 11 quarters since. The position peaked at $1K in Q3 2022. 127 funds tracked by Wall St. Rank hold ARKX as of Q1 2026.

EverSource Wealth Advisors held 3 shares of ARK Space & Defense Innovation ETF worth $88 as of Q1 2026.
ARK Space & Defense Innovation ETF was a new EverSource Wealth Advisors position in Q1 2026.
ARK Space & Defense Innovation ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4286 holding.
EverSource Wealth Advisors first reported a position in ARK Space & Defense Innovation ETF in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's ARK Space & Defense Innovation ETF position peaked at $1K in Q3 2022.
127 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.