Sequent Planning’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Sequent 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 Q2	$3.32M	Buy	+97,359	New	+$3.28M	0.71%	33

Other funds holding ARKX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

QPW

Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return

Sequent Planning's ARKX Position: Q2 2026 in Review

Sequent Planning opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q2 2026: 97,359 shares worth $3.32M. The stake represents 0.71% of the portfolio and ranks #33 among its holdings.

160 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

Sequent Planning held 97,359 shares of ARK Space & Defense Innovation ETF worth $3.32M as of Q2 2026.
ARK Space & Defense Innovation ETF was a new Sequent Planning position in Q2 2026.
ARK Space & Defense Innovation ETF made up 0.71% of Sequent Planning's portfolio in Q2 2026, its #33 holding.
160 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.