AWM
ARTY

Activest Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Activest Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-600
Closed -$15.3K – 586
2022
Q4 		$15.3K Hold
600
– – ﹤0.01% 277
2022
Q3 		$14K Buy
+600
New +$16.4K ﹤0.01% 284

Other funds holding ARTY

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Activest Wealth Management's ARTY Position: Q1 2023 in Review

Activest Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2023, closing a stake of 600 shares — an estimated $15.3K sold.

Activest Wealth Management first reported a position in ARTY in Q3 2022 and held it in 2 quarters. The position peaked at $15.3K in Q4 2022. 87 funds tracked by Wall St. Rank hold ARTY as of Q1 2023.

  • Activest Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 600 iShares Future AI & Tech ETF shares in Q1 2023, an estimated $15.3K.
  • Activest Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's iShares Future AI & Tech ETF position peaked at $15.3K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.