AG
ARTY

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

Advocate 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
2026
Q2 		– Sell
-11,054
Closed -$514K – 134
2026
Q1 		$514K Hold
11,054
– – 0.08% 94
2025
Q4 		$533K Buy
11,054
+4,335
+65% +$209K 0.09% 93
2025
Q3 		$308K Buy
+6,719
New +$289K 0.05% 104

Other funds holding ARTY

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Advocate Group's ARTY Position: Q2 2026 in Review

Advocate Group sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 11,054 shares — an estimated $514K sold.

Advocate Group first reported a position in ARTY in Q3 2025 and held it in 3 quarters. The position peaked at $533K in Q4 2025. 186 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Advocate Group reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Advocate Group sold 11,054 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $514K.
  • Advocate Group first reported a position in iShares Future AI & Tech ETF in Q3 2025 and held it in 3 quarters.
  • Advocate Group's iShares Future AI & Tech ETF position peaked at $533K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.