Advisory Alpha’s iShares Future AI & Tech ETF ARTY Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-43	Closed	-$1K	–	682
2020 Q3	$1K	Buy	+43	New	+$1.38K	﹤0.01%	677
2020 Q2	–	Sell	-43	Closed	-$1.05K	–	648
2020 Q1	$1.05K	Buy	+43	New	+$1.12K	﹤0.01%	639
2019 Q4	–	Sell	-945	Closed	-$22.7K	–	939
2019 Q3	$22.7K	Buy	+945	New	+$23.3K	0.01%	351

Other funds holding ARTY

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Advisory Alpha's ARTY Position: Q4 2020 in Review

Advisory Alpha sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2020, closing a stake of 43 shares — an estimated $1K sold.

Advisory Alpha first reported a position in ARTY in Q3 2019 and held it in 3 quarters. The position peaked at $22.7K in Q3 2019. 56 funds tracked by Wall St. Rank hold ARTY as of Q4 2020.

Advisory Alpha reported no remaining iShares Future AI & Tech ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 43 iShares Future AI & Tech ETF shares in Q4 2020, an estimated $1K.
Advisory Alpha first reported a position in iShares Future AI & Tech ETF in Q3 2019 and held it in 3 quarters.
Advisory Alpha's iShares Future AI & Tech ETF position peaked at $22.7K in Q3 2019.
56 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.