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Kerr Financial Planning’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Kerr Financial Planning’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 		$5.97K Hold
175
– – 0.01% 420
2026
Q1 		$5.7K Hold
175
– – ﹤0.01% 413
2025
Q4 		$5.28K Hold
175
– – 0.01% 415
2025
Q3 		$4.79K Buy
+175
New +$4.59K 0.01% 424

Other funds holding ARKX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 22.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Kerr Financial Planning's ARKX Position: Q2 2026 in Review

Kerr Financial Planning held its ARK Space & Defense Innovation ETF (ARKX) position steady in Q2 2026 at 175 shares worth $5.97K. The position accounts for 0.01% of the portfolio, ranked #420.

Kerr Financial Planning first reported a position in ARKX in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Kerr Financial Planning held 175 shares of ARK Space & Defense Innovation ETF worth $5.97K as of Q2 2026.
  • Kerr Financial Planning left its ARK Space & Defense Innovation ETF share count unchanged in Q2 2026.
  • ARK Space & Defense Innovation ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #420 holding.
  • Kerr Financial Planning first reported a position in ARK Space & Defense Innovation ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.