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

AE 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
2026 Q2	$816K	Sell	10,711 -230	-2%	-$15.2K	﹤0.01%	995
2026 Q1	$509K	Sell	10,941 -19,882	-65%	-$998K	﹤0.01%	1101
2025 Q4	$1.49M	Sell	30,823 -8,667	-22%	-$418K	0.01%	698
2025 Q3	$1.81M	Buy	39,490 +6,671	+20%	+$287K	0.01%	596
2025 Q2	$1.35M	Buy	32,819 +1,286	+4%	+$45K	0.01%	642
2025 Q1	$992K	Buy	31,533 +21,092	+202%	+$782K	0.01%	703
2024 Q4	$387K	Sell	10,441 -2,149	-17%	-$78.1K	﹤0.01%	990
2024 Q3	$431K	Sell	12,590 -938	-7%	-$31.1K	﹤0.01%	930
2024 Q2	$449K	Buy	13,528 +1,505	+13%	+$50.2K	﹤0.01%	913
2024 Q1	$413K	Sell	12,023 -12,509	-51%	-$421K	﹤0.01%	871
2023 Q4	$811K	Buy	24,532 +10,168	+71%	+$322K	﹤0.01%	1232
2023 Q3	$439K	Buy	14,364 +8,150	+131%	+$263K	﹤0.01%	1450
2023 Q2	$205K	Buy	+6,214	New	+$191K	﹤0.01%	1739
2021 Q3	–	Sell	-4,823	Closed	-$217K	–	1730
2021 Q2	$217K	Sell	4,823 -32,133	-87%	-$1.39M	﹤0.01%	1474
2021 Q1	$1.59M	Buy	+36,956	New	+$1.67M	0.02%	630

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's ARTY Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 2.1% in Q2 2026, selling an estimated $15.2K and leaving 10,711 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

AE Wealth Management first reported a position in ARTY in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.81M in Q3 2025. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

AE Wealth Management held 10,711 shares of iShares Future AI & Tech ETF worth $816K as of Q2 2026.
AE Wealth Management sold 230 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $15.2K.
iShares Future AI & Tech ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #995 holding.
AE Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 15 quarters since.
AE Wealth Management's iShares Future AI & Tech ETF position peaked at $1.81M in Q3 2025.
397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.