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

Medallion Wealth 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
2026 Q2	$18K	Sell	528 -50	-9%	-$1.68K	0.01%	653
2026 Q1	$17K	Hold	578	–	–	0.01%	681
2025 Q4	$16.8K	Hold	578	–	–	0.01%	670
2025 Q3	$16.5K	Sell	578 -198	-26%	-$5.2K	0.01%	668
2025 Q2	$18.2K	Sell	776 -497	-39%	-$9.92K	0.01%	638
2025 Q1	$22.6K	Sell	1,273 -394	-24%	-$7.78K	0.01%	560
2024 Q4	$32.5K	Buy	+1,667	New	+$30.1K	0.02%	478

Other funds holding ARKX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Medallion Wealth Advisors's ARKX Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its ARK Space & Defense Innovation ETF (ARKX) stake by 8.7% in Q2 2026, selling an estimated $1.68K and leaving 528 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #653.

Medallion Wealth Advisors first reported a position in ARKX in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q4 2024. 170 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

Medallion Wealth Advisors held 528 shares of ARK Space & Defense Innovation ETF worth $18K as of Q2 2026.
Medallion Wealth Advisors sold 50 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $1.68K.
ARK Space & Defense Innovation ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #653 holding.
Medallion Wealth Advisors first reported a position in ARK Space & Defense Innovation ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's ARK Space & Defense Innovation ETF position peaked at $32.5K in Q4 2024.
170 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.