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

Simplicity Wealth’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 		$2.56M Buy
+80,245
New +$2.59M 0.07% 251
2025
Q4 		– Sell
-8,571
Closed -$245K – 705
2025
Q3 		$245K Hold
8,571
– – 0.01% 621
2025
Q2 		$207K Buy
+8,571
New +$171K 0.01% 566

Other funds holding ARKX

Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Grandview Asset Management
Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Simplicity Wealth's ARKX Position: Q3 2026 in Review

Simplicity Wealth opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q3 2026: 80,245 shares worth $2.56M. The stake represents 0.07% of the portfolio and ranks #251 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in ARKX as recently as Q3 2025.

Simplicity Wealth first reported a position in ARKX in Q2 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold ARKX as of Q3 2026.

  • Simplicity Wealth held 80,245 shares of ARK Space & Defense Innovation ETF worth $2.56M as of Q3 2026.
  • ARK Space & Defense Innovation ETF was a new Simplicity Wealth position in Q3 2026.
  • ARK Space & Defense Innovation ETF made up 0.07% of Simplicity Wealth's portfolio in Q3 2026, its #251 holding.
  • Simplicity Wealth first reported a position in ARK Space & Defense Innovation ETF in Q2 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.