Lake Street Advisors Group’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$325K	Buy	+16,660	New	+$301K	0.02%	421

Other funds holding ARKX

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BCM

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

Lake Street Advisors Group's ARKX Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q4 2024: 16,660 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #421 among its holdings.

72 funds tracked by Wall St. Rank hold ARKX as of Q4 2024.

Lake Street Advisors Group held 16,660 shares of ARK Space & Defense Innovation ETF worth $325K as of Q4 2024.
ARK Space & Defense Innovation ETF was a new Lake Street Advisors Group position in Q4 2024.
ARK Space & Defense Innovation ETF made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #421 holding.
72 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.