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
Q3 		$25.3M Sell
794,547
-301,376
-27% -$9.7M 0.01% 1459
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 		$2.62M 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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Grandview Asset Management
Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial's ARKX Position: Q3 2026 in Review

LPL Financial reduced its ARK Space & Defense Innovation ETF (ARKX) stake by 27% in Q3 2026, selling an estimated $9.7M and leaving 794,547 shares worth $25.3M. The position accounts for 0.01% of the portfolio, ranked #1459.

LPL Financial first reported a position in ARKX in Q2 2021 and has held it in 22 quarters since. The position peaked at $37.4M in Q2 2026. 88 funds tracked by Wall St. Rank hold ARKX as of Q3 2026.

  • LPL Financial held 794,547 shares of ARK Space & Defense Innovation ETF worth $25.3M as of Q3 2026.
  • LPL Financial sold 301,376 ARK Space & Defense Innovation ETF shares in Q3 2026, an estimated $9.7M.
  • ARK Space & Defense Innovation ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1459 holding.
  • LPL Financial first reported a position in ARK Space & Defense Innovation ETF in Q2 2021 and has held it in 22 quarters since.
  • LPL Financial's ARK Space & Defense Innovation ETF position peaked at $37.4M in Q2 2026.
  • 88 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.