Larson Financial Group’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Larson Financial 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 Q1	–	Sell	-100	Closed	-$1.54K	–	1792
2023 Q4	$1.54K	Hold	100	–	–	﹤0.01%	1405
2023 Q3	$1.38K	Hold	100	–	–	﹤0.01%	1434
2023 Q2	$1.52K	Hold	100	–	–	﹤0.01%	1315
2023 Q1	$1.4K	Hold	100	–	–	﹤0.01%	1301
2022 Q4	$1.24K	Hold	100	–	–	﹤0.01%	1262
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1169
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	1083
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	895
2021 Q4	$2K	Buy	+100	New	+$1.97K	﹤0.01%	930

Other funds holding ARKX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CIC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

BCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Larson Financial Group's ARKX Position: Q1 2024 in Review

Larson Financial Group sold out of ARK Space & Defense Innovation ETF (ARKX) in Q1 2024, closing a stake of 100 shares — an estimated $1.54K sold.

Larson Financial Group first reported a position in ARKX in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 67 funds tracked by Wall St. Rank hold ARKX as of Q1 2024.

Larson Financial Group reported no remaining ARK Space & Defense Innovation ETF position as of Q1 2024 after selling out during the quarter.
Larson Financial Group sold 100 ARK Space & Defense Innovation ETF shares in Q1 2024, an estimated $1.54K.
Larson Financial Group first reported a position in ARK Space & Defense Innovation ETF in Q4 2021 and held it in 9 quarters.
Larson Financial Group's ARK Space & Defense Innovation ETF position peaked at $2K in Q1 2022.
67 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.