ARKX — ARK ETF TR

Ownership history in Simplicity Wealth,LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ARK ETF TR (ARKX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,571 — 0% 0.01% $245K $28.55
2025 Q2 INITIATED 8,571 — — 0.01% $207K $24.16
% of Fund (quarterly)    ARKX price (monthly, adj. close)

Other funds also holding ARKX

As of 2025 Q4 — sorted by position size

Eschler Asset Management LLP 3Y 0.89% WJ Wealth Management, LLC 3Y 0.6% Wiser Advisor Group LLC 0.22% Ferguson Shapiro LLC 3Y 0.21% CONSULTIVA WEALTH MANAGEMENT, CORP. 3Y 0.12% Grandview Asset Management LLC 3Y 7Y 0.08% BROWN, LISLE/CUMMINGS, INC. 0.06% PFG Investments, LLC 0.04% GTS SECURITIES LLC 0.03% MCGUIRE CAPITAL ADVISORS INC 0.03%
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