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SHP Wealth Management’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

SHP Wealth Management’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 		$29.4K Hold
1,000
– – ﹤0.01% 623
2025
Q4 		$29K Buy
+1,000
New +$29.2K ﹤0.01% 602

Other funds holding ARKX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $44.6B AUM 28.94% 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 $11.7B AUM 87.29% 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

SHP Wealth Management's ARKX Position: Q1 2026 in Review

SHP Wealth Management held its ARK Space & Defense Innovation ETF (ARKX) position steady in Q1 2026 at 1,000 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

SHP Wealth Management first reported a position in ARKX in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold ARKX as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of ARK Space & Defense Innovation ETF worth $29.4K as of Q1 2026.
  • SHP Wealth Management left its ARK Space & Defense Innovation ETF share count unchanged in Q1 2026.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #623 holding.
  • SHP Wealth Management first reported a position in ARK Space & Defense Innovation ETF in Q4 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.