AWA
ARTY

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
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

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM

Amplius Wealth Advisors's ARTY Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 8.9% in Q2 2026, selling an estimated $60.6K and leaving 9,357 shares worth $713K. The position accounts for 0.05% of the portfolio, ranked #98.

Amplius Wealth Advisors first reported a position in ARTY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q2 2025. 64 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Amplius Wealth Advisors held 9,357 shares of iShares Future AI & Tech ETF worth $713K as of Q2 2026.
  • Amplius Wealth Advisors sold 914 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $60.6K.
  • iShares Future AI & Tech ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Amplius Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • Amplius Wealth Advisors's iShares Future AI & Tech ETF position peaked at $1.28M in Q2 2025.
  • 64 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.