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GoalVest Advisory’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

GoalVest Advisory’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
2023
Q2 		– Sell
-478
Closed -$6.69K – 365
2023
Q1 		$6.69K Buy
+478
New +$6.53K ﹤0.01% 198

Other funds holding ARKX

Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GoalVest Advisory's ARKX Position: Q2 2023 in Review

GoalVest Advisory sold out of ARK Space & Defense Innovation ETF (ARKX) in Q2 2023, closing a stake of 478 shares — an estimated $6.69K sold.

GoalVest Advisory first reported a position in ARKX in Q1 2023 and held it in 1 quarter. The position peaked at $6.69K in Q1 2023. 62 funds tracked by Wall St. Rank hold ARKX as of Q2 2023.

  • GoalVest Advisory reported no remaining ARK Space & Defense Innovation ETF position as of Q2 2023 after selling out during the quarter.
  • GoalVest Advisory sold 478 ARK Space & Defense Innovation ETF shares in Q2 2023, an estimated $6.69K.
  • GoalVest Advisory first reported a position in ARK Space & Defense Innovation ETF in Q1 2023 and held it in 1 quarter.
  • GoalVest Advisory's ARK Space & Defense Innovation ETF position peaked at $6.69K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.