Next Level Wealth Planning’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Next Level Wealth Planning’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	$128	Buy	+4	New	+$129	﹤0.01%	513

Other funds holding ARKX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Next Level Wealth Planning's ARKX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q3 2026: 4 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

88 funds tracked by Wall St. Rank hold ARKX as of Q3 2026.

Next Level Wealth Planning held 4 shares of ARK Space & Defense Innovation ETF worth $128 as of Q3 2026.
ARK Space & Defense Innovation ETF was a new Next Level Wealth Planning position in Q3 2026.
ARK Space & Defense Innovation ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #513 holding.
88 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.