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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$18K Buy
979
+479
+96% +$9.45K ﹤0.01% 1919
2021
Q3
$10K Hold
500
﹤0.01% 2013
2021
Q2
$11K Hold
500
﹤0.01% 1941
2021
Q1
$10K Buy
+500
New +$10.2K ﹤0.01% 1877

Other funds holding ARKX

Next Financial Group's ARKX Position: Q4 2021 in Review

Next Financial Group increased its ARK Space & Defense Innovation ETF (ARKX) stake by 96% in Q4 2021, buying an estimated $9.45K and bringing the position to 979 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Next Financial Group first reported a position in ARKX in Q1 2021 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold ARKX as of Q4 2021.

  • Next Financial Group held 979 shares of ARK Space & Defense Innovation ETF worth $18K as of Q4 2021.
  • Next Financial Group bought 479 ARK Space & Defense Innovation ETF shares in Q4 2021, an estimated $9.45K.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1919 holding.
  • Next Financial Group first reported a position in ARK Space & Defense Innovation ETF in Q1 2021 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.