SPIA
ARKX icon

Steward Partners Investment Advisory’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Steward Partners Investment Advisory’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 		$138K Buy
4,707
+1,042
+28% +$33.3K ﹤0.01% 2202
2025
Q4 		$106K Buy
3,665
+2,795
+321% +$81.6K ﹤0.01% 2257
2025
Q3 		$24.8K Hold
870
– – ﹤0.01% 2990
2025
Q2 		$21K Hold
870
– – ﹤0.01% 2905
2025
Q1 		$15.4K Hold
870
– – ﹤0.01% 2913
2024
Q4 		$17K Buy
870
+600
+222% +$10.8K ﹤0.01% 2873
2024
Q3 		$4.38K Hold
270
– – ﹤0.01% 3227
2024
Q2 		$4.03K Hold
270
– – ﹤0.01% 3113
2024
Q1 		$4.03K Buy
270
+70
+35% +$1.02K ﹤0.01% 3109
2023
Q4 		$3.08K Sell
200
-150
-43% -$2.11K ﹤0.01% 3122
2023
Q3 		$4.82K Sell
350
-75
-18% -$1.1K ﹤0.01% 2843
2023
Q2 		$6.46K Hold
425
– – ﹤0.01% 2707
2023
Q1 		$5.95K Hold
425
– – ﹤0.01% 2726
2022
Q4 		$5.27K Hold
425
– – ﹤0.01% 2756
2022
Q3 		$5K Hold
425
– – ﹤0.01% 2740
2022
Q2 		$6K Hold
425
– – ﹤0.01% 2668
2022
Q1 		$8K Hold
425
– – ﹤0.01% 2727
2021
Q4 		$8K Sell
425
-220
-34% -$4.34K ﹤0.01% 2674
2021
Q3 		$13K Hold
645
– – ﹤0.01% 2494
2021
Q2 		$14K Sell
645
-300
-32% -$6.16K ﹤0.01% 5600
2021
Q1 		$19.4K Buy
+945
New +$19.3K ﹤0.01% 2502

Other funds holding ARKX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $43.3B AUM 29.3% 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 $8.4B AUM 63.34% 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

Steward Partners Investment Advisory's ARKX Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its ARK Space & Defense Innovation ETF (ARKX) stake by 28% in Q1 2026, buying an estimated $33.3K and bringing the position to 4,707 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Steward Partners Investment Advisory first reported a position in ARKX in Q1 2021 and has held it in 21 quarters since. 127 funds tracked by Wall St. Rank hold ARKX as of Q1 2026.

  • Steward Partners Investment Advisory held 4,707 shares of ARK Space & Defense Innovation ETF worth $138K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,042 ARK Space & Defense Innovation ETF shares in Q1 2026, an estimated $33.3K.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2202 holding.
  • Steward Partners Investment Advisory first reported a position in ARK Space & Defense Innovation ETF in Q1 2021 and has held it in 21 quarters since.
  • 127 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.