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LM Advisors’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

LM Advisors’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 – 250
2023
Q4 		$1.54K Buy
+100
New +$1.4K ﹤0.01% 674

Other funds holding ARKX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LM Advisors's ARKX Position: Q1 2024 in Review

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

LM Advisors first reported a position in ARKX in Q4 2023 and held it in 1 quarter. The position peaked at $1.54K in Q4 2023. 67 funds tracked by Wall St. Rank hold ARKX as of Q1 2024.

  • LM Advisors reported no remaining ARK Space & Defense Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 100 ARK Space & Defense Innovation ETF shares in Q1 2024, an estimated $1.54K.
  • LM Advisors first reported a position in ARK Space & Defense Innovation ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's ARK Space & Defense Innovation ETF position peaked at $1.54K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.