Global Retirement Partners’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Global Retirement Partners’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
2025 Q4	$62.2K	Hold	2,145	–	–	﹤0.01%	2224
2025 Q3	$61.2K	Buy	2,145 +45	+2%	+$1.18K	﹤0.01%	1787
2025 Q2	$50.7K	Buy	+2,100	New	+$41.9K	﹤0.01%	1758
2024 Q4	$41K	Buy	+2,100	New	+$37.9K	﹤0.01%	1715
2024 Q1	–	Sell	-353	Closed	-$5.08K	–	3390
2023 Q4	$5.08K	Hold	353	–	–	﹤0.01%	2318
2023 Q3	$4.74K	Sell	353 -123	-26%	-$1.8K	﹤0.01%	2211
2023 Q2	$7.24K	Hold	476	–	–	﹤0.01%	2077
2023 Q1	$6.31K	Hold	476	–	–	﹤0.01%	2088
2022 Q4	$5.9K	Hold	476	–	–	﹤0.01%	1969
2022 Q3	$6K	Hold	476	–	–	﹤0.01%	1838
2022 Q2	$6K	Hold	476	–	–	﹤0.01%	1804
2022 Q1	$7K	Buy	+476	New	+$8.1K	﹤0.01%	1749
2021 Q4	–	Sell	-456	Closed	-$9K	–	338
2021 Q3	$9K	Buy	456 +181	+66%	+$3.7K	﹤0.01%	1432
2021 Q2	$6K	Buy	+275	New	+$5.64K	﹤0.01%	1506

Other funds holding ARKX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Global Retirement Partners's ARKX Position: Q4 2025 in Review

Global Retirement Partners held its ARK Space & Defense Innovation ETF (ARKX) position steady in Q4 2025 at 2,145 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Global Retirement Partners first reported a position in ARKX in Q2 2021 and has held it in 14 quarters since. 116 funds tracked by Wall St. Rank hold ARKX as of Q4 2025.

Global Retirement Partners held 2,145 shares of ARK Space & Defense Innovation ETF worth $62.2K as of Q4 2025.
Global Retirement Partners left its ARK Space & Defense Innovation ETF share count unchanged in Q4 2025.
ARK Space & Defense Innovation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2224 holding.
Global Retirement Partners first reported a position in ARK Space & Defense Innovation ETF in Q2 2021 and has held it in 14 quarters since.
116 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.