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Root Financial Partners’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Root Financial Partners’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 		– Sell
-2
Closed -$58 – 3471
2025
Q4 		$58 Sell
2
-7
-78% -$204 ﹤0.01% 2367
2025
Q3 		$257 Buy
+9
New +$236 ﹤0.01% 2198

Other funds holding ARKX

LPL Financial
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Root Financial Partners's ARKX Position: Q1 2026 in Review

Root Financial Partners sold out of ARK Space & Defense Innovation ETF (ARKX) in Q1 2026, closing a stake of 2 shares — an estimated $58 sold.

Root Financial Partners first reported a position in ARKX in Q3 2025 and held it in 2 quarters. The position peaked at $257 in Q3 2025. 127 funds tracked by Wall St. Rank hold ARKX as of Q1 2026.

  • Root Financial Partners reported no remaining ARK Space & Defense Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 ARK Space & Defense Innovation ETF shares in Q1 2026, an estimated $58.
  • Root Financial Partners first reported a position in ARK Space & Defense Innovation ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's ARK Space & Defense Innovation ETF position peaked at $257 in Q3 2025.
  • 127 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.