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

NBZ Investment 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 Q1	$41.6K	Hold	1,416	–	–	0.02%	67
2025 Q4	$41K	Hold	1,416	–	–	0.02%	62
2025 Q3	$40.4K	Sell	1,416 -1,021	-42%	-$26.8K	0.02%	57
2025 Q2	$58.9K	Hold	2,437	–	–	0.03%	56
2025 Q1	$43.2K	Hold	2,437	–	–	0.02%	59
2024 Q4	$47.6K	Buy	+2,437	New	+$44K	0.03%	52

Other funds holding ARKX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

NBZ Investment Advisors's ARKX Position: Q1 2026 in Review

NBZ Investment Advisors held its ARK Space & Defense Innovation ETF (ARKX) position steady in Q1 2026 at 1,416 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #67.

NBZ Investment Advisors first reported a position in ARKX in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.9K in Q2 2025. 127 funds tracked by Wall St. Rank hold ARKX as of Q1 2026.

NBZ Investment Advisors held 1,416 shares of ARK Space & Defense Innovation ETF worth $41.6K as of Q1 2026.
NBZ Investment Advisors left its ARK Space & Defense Innovation ETF share count unchanged in Q1 2026.
ARK Space & Defense Innovation ETF made up 0.02% of NBZ Investment Advisors's portfolio in Q1 2026, its #67 holding.
NBZ Investment Advisors first reported a position in ARK Space & Defense Innovation ETF in Q4 2024 and has held it in 6 quarters since.
NBZ Investment Advisors's ARK Space & Defense Innovation ETF position peaked at $58.9K in Q2 2025.
127 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.