ARK Invest Daily Trades – July 29, 2026 Here’s a quick breakdown of notable activity across ARK funds: Key Buys (across ARKK / ARKQ / ARKX / ARKW):SPCX (Space Exploration Technologies) – Significant purchases in multiple funds (largest single name by % of ETF in several cases) TSM (Taiwan Semiconductor) KTOS (Kratos Defense & Security) XE (X-Energy) BWXT (BWX Technologies) Smaller adds in TSLA Notable Sells: ARKK: SHOP, BMNR, CRSP, HOOD, RBLX, GOOGL, AMZN, FIG, XYZ, and several biotech/genomics names ARKW: Large reduction in GENI; also DDOG and NET ARKQ / ARKX: Some trimming in IRDM, GRMN, HON, and others Theme Observation: A clear tilt toward space (SPCX), advanced semiconductors (TSM), defense/security (KTOS), and energy/nuclear-related names (XE, BWXT). Selling activity was broader across consumer tech, fintech, and select genomics/biotech holdings. Trading Note: ARK’s continued accumulation of SPCX across multiple ETFs stands out as the most consistent theme of the day. Cross-fund buying in TSM and defense/energy names also signals conviction in those areas. As always, single-day trades represent incremental portfolio adjustments rather than complete thesis changes. Risk Note: ETF daily trades can be influenced by flows, rebalancing, or short-term positioning. NOT FINANCIAL ADVICE, DYOR! ARK leaned into SpaceX, semis, and defense while trimming several growth and consumer names. Which trades stand out to you? Drop your thoughts below! #ARK #ARKK #ARKQ #ARKX #SPCX #CathieWood #ETFs