APA
ARTY

American Portfolios Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$48.1K Buy
2,018
+463
+30% +$12.7K ﹤0.01% 1727
2022
Q2 		$41.1K Hold
1,555
– – ﹤0.01% 1870
2022
Q1 		$53.5K Hold
1,555
– – ﹤0.01% 1852
2021
Q4 		$64.4K Sell
1,555
-1,091
-41% -$47.7K ﹤0.01% 1751
2021
Q3 		$112K Sell
2,646
-400
-13% -$17.5K ﹤0.01% 1406
2021
Q2 		$137K Buy
3,046
+70
+2% +$3.02K 0.01% 1287
2021
Q1 		$128K Buy
2,976
+491
+20% +$22.2K 0.01% 1224
2020
Q4 		$99K Buy
2,485
+480
+24% +$17.5K 0.01% 1162
2020
Q3 		$65.6K Buy
2,005
+641
+47% +$20.6K ﹤0.01% 1231
2020
Q2 		$40.3K Buy
1,364
+339
+33% +$8.95K ﹤0.01% 1361
2020
Q1 		$22.9K Hold
1,025
– – ﹤0.01% 1481
2019
Q4 		$27.6K Hold
1,025
– – ﹤0.01% 1597
2019
Q3 		$25.1K Hold
1,025
– – ﹤0.01% 1572
2019
Q2 		$25.5K Hold
1,025
– – ﹤0.01% 1577
2019
Q1 		$25.2K Hold
1,025
– – ﹤0.01% 1495
2018
Q4 		$20.7K Hold
1,025
– – ﹤0.01% 1359
2018
Q3 		$25.8K Buy
+1,025
New +$25.2K ﹤0.01% 1394

Other funds holding ARTY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

American Portfolios Advisors's ARTY Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 30% in Q3 2022, buying an estimated $12.7K and bringing the position to 2,018 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

American Portfolios Advisors first reported a position in ARTY in Q3 2018 and has held it in 17 quarters since. The position peaked at $137K in Q2 2021. 71 funds tracked by Wall St. Rank hold ARTY as of Q3 2022.

  • American Portfolios Advisors held 2,018 shares of iShares Future AI & Tech ETF worth $48.1K as of Q3 2022.
  • American Portfolios Advisors bought 463 iShares Future AI & Tech ETF shares in Q3 2022, an estimated $12.7K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1727 holding.
  • American Portfolios Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2018 and has held it in 17 quarters since.
  • American Portfolios Advisors's iShares Future AI & Tech ETF position peaked at $137K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.