CATHIE WOOD’S LATEST ARK ETF TRADES — BIG BET ON DEFENSE! On May 29, 2026, Cathie Wood’s ARK funds were active with clear rotation signals: Key Buys: KTOS (Kratos Defense and Security Solutions) — Aggressive buying across multiple funds: ARKK: +114K shares ARKQ: +94K shares ARKX: +43K shares Key Sells: HOOD (Robinhood Markets) — ARKK sold 144K shares TER (Teradyne) — Sold in ARKQ & ARKX ICE (Intercontinental Exchange) — ARKF sold shares Logic Behind the Moves: Bullish on Defense: Kratos specializes in unmanned aerial systems, drones, and autonomous military tech — aligning with rising geopolitical tensions and increased defense spending. Trimming Winners/Overweights: Reducing exposure to fintech (HOOD), semiconductor capital equipment (TER), and traditional financial infrastructure (ICE) to fund higher-conviction thematic bets. This reflects Cathie’s style: high-conviction, disruptive innovation focus with frequent rebalancing. Market Context: With global defense budgets expanding and autonomous systems becoming critical, Cathie is positioning ARK portfolios for potential long-term growth in military tech. This move stands out as she continues to favor disruptive technology themes. Risk warning: Cathie Wood’s ARK ETFs are known for high volatility and concentrated bets. Past performance is no guarantee of future results. This is not financial advice. Always DYOR and manage risk carefully before following any fund manager’s trades. Cathie doubling down on defense tech — smart positioning or risky bet? What’s your take on this rebalance? Drop comments below! #CathieWood #ARKK #KTOS #DefenseStocks #ARKInvest #StockMarket