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Kestra Investment Management’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-805
Closed -$15.7K – 928
2024
Q4 		$15.7K Buy
+805
New +$14.5K ﹤0.01% 761

Other funds holding ARKX

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Kestra Investment Management's ARKX Position: Q1 2025 in Review

Kestra Investment Management sold out of ARK Space & Defense Innovation ETF (ARKX) in Q1 2025, closing a stake of 805 shares — an estimated $15.7K sold.

Kestra Investment Management first reported a position in ARKX in Q4 2024 and held it in 1 quarter. The position peaked at $15.7K in Q4 2024. 74 funds tracked by Wall St. Rank hold ARKX as of Q1 2025.

  • Kestra Investment Management reported no remaining ARK Space & Defense Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 805 ARK Space & Defense Innovation ETF shares in Q1 2025, an estimated $15.7K.
  • Kestra Investment Management first reported a position in ARK Space & Defense Innovation ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's ARK Space & Defense Innovation ETF position peaked at $15.7K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.