LPL Financial
ARKX icon

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

LPL Financial’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 		$37.4M Buy
1,095,923
+360,359
+49% +$12.1M 0.01% 1171
2026
Q1 		$21.6M Buy
735,564
+276,847
+60% +$8.86M 0.01% 1414
2025
Q4 		$13.3M Buy
458,717
+177,290
+63% +$5.18M ﹤0.01% 1694
2025
Q3 		$8.03M Buy
281,427
+83,453
+42% +$2.19M ﹤0.01% 2073
2025
Q2 		$4.78M Buy
197,974
+21,076
+12% +$421K ﹤0.01% 2346
2025
Q1 		$3.14M Buy
176,898
+13,481
+8% +$266K ﹤0.01% 2538
2024
Q4 		$3.19M Buy
163,417
+30,012
+22% +$541K ﹤0.01% 2453
2024
Q3 		$2.16M Buy
133,405
+31,353
+31% +$474K ﹤0.01% 2651
2024
Q2 		$1.52M Buy
102,052
+2,752
+3% +$41.1K ﹤0.01% 2853
2024
Q1 		$1.48M Buy
99,300
+14,531
+17% +$213K ﹤0.01% 2820
2023
Q4 		$1.31M Buy
84,769
+328
+0.4% +$4.61K ﹤0.01% 2810
2023
Q3 		$1.16M Buy
84,441
+565
+0.7% +$8.26K ﹤0.01% 2767
2023
Q2 		$1.27M Sell
83,876
-1,522
-2% -$21.1K ﹤0.01% 2645
2023
Q1 		$1.2M Sell
85,398
-7,487
-8% -$102K ﹤0.01% 2607
2022
Q4 		$1.15M Sell
92,885
-19,793
-18% -$254K ﹤0.01% 2531
2022
Q3 		$1.39M Sell
112,678
-15,040
-12% -$214K ﹤0.01% 2271
2022
Q2 		$1.72M Sell
127,718
-7,436
-6% -$113K ﹤0.01% 2146
2022
Q1 		$2.42M Sell
135,154
-22,335
-14% -$380K ﹤0.01% 1903
2021
Q4 		$2.97M Buy
157,489
+23,364
+17% +$461K ﹤0.01% 1795
2021
Q3 		$2.63M Buy
134,125
+35,517
+36% +$727K ﹤0.01% 1845
2021
Q2 		$2.07M Buy
+98,608
New +$2.02M ﹤0.01% 1949

Other funds holding ARKX

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
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

LPL Financial's ARKX Position: Q2 2026 in Review

LPL Financial increased its ARK Space & Defense Innovation ETF (ARKX) stake by 49% in Q2 2026, buying an estimated $12.1M and bringing the position to 1,095,923 shares worth $37.4M. The position accounts for 0.01% of the portfolio, ranked #1171.

LPL Financial first reported a position in ARKX in Q2 2021 and has held it in 21 quarters since. 170 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • LPL Financial held 1,095,923 shares of ARK Space & Defense Innovation ETF worth $37.4M as of Q2 2026.
  • LPL Financial bought 360,359 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $12.1M.
  • ARK Space & Defense Innovation ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1171 holding.
  • LPL Financial first reported a position in ARK Space & Defense Innovation ETF in Q2 2021 and has held it in 21 quarters since.
  • 170 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.