SageView Advisory Group’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

SageView Advisory Group’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
2025 Q4	$2.9K	Buy	+100	New	+$2.92K	﹤0.01%	2136

Other funds holding ARKX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

SageView Advisory Group's ARKX Position: Q4 2025 in Review

SageView Advisory Group opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q4 2025: 100 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings.

116 funds tracked by Wall St. Rank hold ARKX as of Q4 2025.

SageView Advisory Group held 100 shares of ARK Space & Defense Innovation ETF worth $2.9K as of Q4 2025.
ARK Space & Defense Innovation ETF was a new SageView Advisory Group position in Q4 2025.
ARK Space & Defense Innovation ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2136 holding.
116 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.