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

Smallwood Wealth Investment 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 Q2	$15.7K	Sell	459 -40	-8%	-$1.35K	0.01%	294
2026 Q1	$14.6K	Hold	499	–	–	0.01%	288
2025 Q4	$14.5K	Hold	499	–	–	0.01%	279
2025 Q3	$14.2K	Hold	499	–	–	0.01%	287
2025 Q2	$12.1K	Hold	499	–	–	0.01%	297
2025 Q1	$8.85K	Buy	+499	New	+$9.85K	0.01%	319

Other funds holding ARKX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QPW

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

GAM

Grandview Asset Management Harrisburg, Pennsylvania $403M AUM 38.49% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Smallwood Wealth Investment Management's ARKX Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its ARK Space & Defense Innovation ETF (ARKX) stake by 8% in Q2 2026, selling an estimated $1.35K and leaving 459 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #294.

Smallwood Wealth Investment Management first reported a position in ARKX in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

Smallwood Wealth Investment Management held 459 shares of ARK Space & Defense Innovation ETF worth $15.7K as of Q2 2026.
Smallwood Wealth Investment Management sold 40 ARK Space & Defense Innovation ETF shares in Q2 2026, an estimated $1.35K.
ARK Space & Defense Innovation ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #294 holding.
Smallwood Wealth Investment Management first reported a position in ARK Space & Defense Innovation ETF in Q1 2025 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.