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Kestra Private Wealth Services’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Kestra Private Wealth Services’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 		$521K Buy
15,274
+75
+0.5% +$2.52K 0.01% 1213
2026
Q1 		$446K Sell
15,199
-1,225
-7% -$39.2K 0.01% 1271
2025
Q4 		$476K Buy
16,424
+375
+2% +$11K 0.01% 1188
2025
Q3 		$458K Hold
16,049
– – 0.01% 1143
2025
Q2 		$388K Buy
16,049
+602
+4% +$12K 0.01% 1152
2025
Q1 		$274K Buy
15,447
+1,268
+9% +$25K ﹤0.01% 1242
2024
Q4 		$277K Hold
14,179
– – ﹤0.01% 1167
2024
Q3 		$230K Buy
+14,179
New +$215K ﹤0.01% 1205
2021
Q4 		– Sell
-13,979
Closed -$274K – 989
2021
Q3 		$274K Sell
13,979
-1,760
-11% -$36K 0.02% 739
2021
Q2 		$331K Buy
15,739
+5,739
+57% +$118K 0.02% 639
2021
Q1 		$206K Buy
+10,000
New +$204K 0.01% 728

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

Kestra Private Wealth Services's ARKX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its ARK Space & Defense Innovation ETF (ARKX) stake by 0.49% in Q2 2026, buying an estimated $2.52K and bringing the position to 15,274 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #1213.

Kestra Private Wealth Services first reported a position in ARKX in Q1 2021 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Kestra Private Wealth Services held 15,274 shares of ARK Space & Defense Innovation ETF worth $521K as of Q2 2026.
  • Kestra Private Wealth Services bought 75 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $2.52K.
  • ARK Space & Defense Innovation ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1213 holding.
  • Kestra Private Wealth Services first reported a position in ARK Space & Defense Innovation ETF in Q1 2021 and has held it in 11 quarters since.
  • 171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.