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

Unique Wealth Strategies’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
2024
Q3 		– Sell
-220
Closed -$3.29K – 241
2024
Q2 		$3.29K Buy
+220
New +$3.28K ﹤0.01% 423

Other funds holding ARKX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Unique Wealth Strategies's ARKX Position: Q3 2024 in Review

Unique Wealth Strategies sold out of ARK Space & Defense Innovation ETF (ARKX) in Q3 2024, closing a stake of 220 shares — an estimated $3.29K sold.

Unique Wealth Strategies first reported a position in ARKX in Q2 2024 and held it in 1 quarter. The position peaked at $3.29K in Q2 2024. 59 funds tracked by Wall St. Rank hold ARKX as of Q3 2024.

  • Unique Wealth Strategies reported no remaining ARK Space & Defense Innovation ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 220 ARK Space & Defense Innovation ETF shares in Q3 2024, an estimated $3.29K.
  • Unique Wealth Strategies first reported a position in ARK Space & Defense Innovation ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's ARK Space & Defense Innovation ETF position peaked at $3.29K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.