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BFC Planning, Inc.’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

BFC Planning, Inc.’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 		$3.41K Buy
+100
New +$3.36K ﹤0.01% 2822
2026
Q1 		– Sell
-97
Closed -$2.81K – 3046
2025
Q4 		$2.81K Buy
+97
New +$2.83K ﹤0.01% 2534

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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
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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 22.9% 1-Year Est. Return
Sequent Planning
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

BFC Planning, Inc.'s ARKX Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q2 2026: 100 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #2822 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in ARKX as recently as Q4 2025.

BFC Planning, Inc. first reported a position in ARKX in Q4 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • BFC Planning, Inc. held 100 shares of ARK Space & Defense Innovation ETF worth $3.41K as of Q2 2026.
  • ARK Space & Defense Innovation ETF was a new BFC Planning, Inc. position in Q2 2026.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2822 holding.
  • BFC Planning, Inc. first reported a position in ARK Space & Defense Innovation ETF in Q4 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.