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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 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 $456M AUM 40.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Wealth's ARKX Position: Q4 2025 in Review

Simplicity Wealth sold out of ARK Space & Defense Innovation ETF (ARKX) in Q4 2025, closing a stake of 8,571 shares — an estimated $245K sold.

Simplicity Wealth first reported a position in ARKX in Q2 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 117 funds tracked by Wall St. Rank hold ARKX as of Q4 2025.

  • Simplicity Wealth reported no remaining ARK Space & Defense Innovation ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 8,571 ARK Space & Defense Innovation ETF shares in Q4 2025, an estimated $245K.
  • Simplicity Wealth first reported a position in ARK Space & Defense Innovation ETF in Q2 2025 and held it in 2 quarters.
  • Simplicity Wealth's ARK Space & Defense Innovation ETF position peaked at $245K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.