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Wetzel Investment Advisors’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-70
Closed -$1.05K – 172
2024
Q2 		$1.05K Hold
70
– – ﹤0.01% 812
2024
Q1 		$985 Sell
70
-700
-91% -$10.2K ﹤0.01% 935
2023
Q4 		$12K Buy
+770
New +$10.8K 0.01% 473

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

Wetzel Investment Advisors's ARKX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of ARK Space & Defense Innovation ETF (ARKX) in Q3 2024, closing a stake of 70 shares — an estimated $1.05K sold.

Wetzel Investment Advisors first reported a position in ARKX in Q4 2023 and held it in 3 quarters. The position peaked at $12K in Q4 2023. 59 funds tracked by Wall St. Rank hold ARKX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining ARK Space & Defense Innovation ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 70 ARK Space & Defense Innovation ETF shares in Q3 2024, an estimated $1.05K.
  • Wetzel Investment Advisors first reported a position in ARK Space & Defense Innovation ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's ARK Space & Defense Innovation ETF position peaked at $12K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.