AG
ARTY

Advisor Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Advisor Group’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
2019
Q4 		$63K Sell
2,326
-1,762
-43% -$45K ﹤0.01% 3271
2019
Q3 		$100K Sell
4,088
-199
-5% -$4.91K ﹤0.01% 2885
2019
Q2 		$107K Buy
4,287
+4,185
+4,103% +$103K ﹤0.01% 2809
2019
Q1 		$3K Buy
+102
New +$2.38K ﹤0.01% 4877

Other funds holding ARTY

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisor Group's ARTY Position: Q4 2019 in Review

Advisor Group reduced its iShares Future AI & Tech ETF (ARTY) stake by 43% in Q4 2019, selling an estimated $45K and leaving 2,326 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

Advisor Group first reported a position in ARTY in Q1 2019 and has held it in 4 quarters since. The position peaked at $107K in Q2 2019. 22 funds tracked by Wall St. Rank hold ARTY as of Q4 2019.

  • Advisor Group held 2,326 shares of iShares Future AI & Tech ETF worth $63K as of Q4 2019.
  • Advisor Group sold 1,762 iShares Future AI & Tech ETF shares in Q4 2019, an estimated $45K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3271 holding.
  • Advisor Group first reported a position in iShares Future AI & Tech ETF in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's iShares Future AI & Tech ETF position peaked at $107K in Q2 2019.
  • 22 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.