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Liberty Wealth Management’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-4
Closed – – 227
2021
Q3 		$0 Hold
4
– – ﹤0.01% 1167
2021
Q2 		$0 Buy
+4
New +$82 ﹤0.01% 1065

Other funds holding ARKX

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Susquehanna International Group
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HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
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
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
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Liberty Wealth Management's ARKX Position: Q4 2021 in Review

Liberty Wealth Management sold out of ARK Space & Defense Innovation ETF (ARKX) in Q4 2021, closing a stake of 4 shares.

Liberty Wealth Management first reported a position in ARKX in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 105 funds tracked by Wall St. Rank hold ARKX as of Q4 2021.

  • Liberty Wealth Management reported no remaining ARK Space & Defense Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4 ARK Space & Defense Innovation ETF shares in Q4 2021.
  • Liberty Wealth Management first reported a position in ARK Space & Defense Innovation ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's ARK Space & Defense Innovation ETF position peaked at $0 in Q3 2021.
  • 105 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.