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WCG Wealth Advisors’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

WCG Wealth Advisors’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 		$354K Buy
+10,389
New +$350K 0.01% 525
2026
Q1 		– Sell
-10,070
Closed -$292K – 521
2025
Q4 		$292K Sell
10,070
-317
-3% -$9.26K 0.01% 492
2025
Q3 		$297K Buy
+10,387
New +$273K 0.02% 324

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 45.67% 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 Miami, Florida $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

WCG Wealth Advisors's ARKX Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in ARK Space & Defense Innovation ETF (ARKX) in Q2 2026: 10,389 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in ARKX as recently as Q4 2025.

WCG Wealth Advisors first reported a position in ARKX in Q3 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold ARKX as of Q2 2026.

  • WCG Wealth Advisors held 10,389 shares of ARK Space & Defense Innovation ETF worth $354K as of Q2 2026.
  • ARK Space & Defense Innovation ETF was a new WCG Wealth Advisors position in Q2 2026.
  • ARK Space & Defense Innovation ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #525 holding.
  • WCG Wealth Advisors first reported a position in ARK Space & Defense Innovation ETF in Q3 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.