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Vision Retirement’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Vision Retirement’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 		$9.18K Hold
269
– – ﹤0.01% 448
2026
Q1 		$7.9K Buy
269
+239
+797% +$7.65K ﹤0.01% 439
2025
Q4 		$869 Buy
+30
New +$876 ﹤0.01% 567

Other funds holding ARKX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Vision Retirement's ARKX Position: Q2 2026 in Review

Vision Retirement held its ARK Space & Defense Innovation ETF (ARKX) position steady in Q2 2026 at 269 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Vision Retirement first reported a position in ARKX in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • Vision Retirement held 269 shares of ARK Space & Defense Innovation ETF worth $9.18K as of Q2 2026.
  • Vision Retirement left its ARK Space & Defense Innovation ETF share count unchanged in Q2 2026.
  • ARK Space & Defense Innovation ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #448 holding.
  • Vision Retirement first reported a position in ARK Space & Defense Innovation ETF in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.