Amplius Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Amplius Wealth 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
2026 Q3	$586K	Sell	7,476 -1,881	-20%	-$137K	0.04%	125
2026 Q2	$713K	Sell	9,357 -914	-9%	-$60.6K	0.05%	98
2026 Q1	$478K	Sell	10,271 -1,000	-9%	-$50.2K	0.04%	108
2025 Q4	$543K	Sell	11,271 -6,005	-35%	-$289K	0.05%	102
2025 Q3	$791K	Sell	17,276 -13,850	-44%	-$595K	0.07%	81
2025 Q2	$1.28M	Buy	31,126 +9,166	+42%	+$321K	0.12%	71
2025 Q1	$691K	Buy	+21,960	New	+$814K	0.07%	92

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amplius Wealth Advisors's ARTY Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 20% in Q3 2026, selling an estimated $137K and leaving 7,476 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #125.

Amplius Wealth Advisors first reported a position in ARTY in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.28M in Q2 2025. 88 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Amplius Wealth Advisors held 7,476 shares of iShares Future AI & Tech ETF worth $586K as of Q3 2026.
Amplius Wealth Advisors sold 1,881 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $137K.
iShares Future AI & Tech ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #125 holding.
Amplius Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 7 quarters since.
Amplius Wealth Advisors's iShares Future AI & Tech ETF position peaked at $1.28M in Q2 2025.
88 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.