AWA
ARTY

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

Arete 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
Q1 		– Sell
-5,024
Closed -$242K – 772
2025
Q4 		$242K Buy
5,024
+502
+11% +$24.2K 0.01% 667
2025
Q3 		$207K Buy
+4,522
New +$194K 0.01% 715

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arete Wealth Advisors's ARTY Position: Q1 2026 in Review

Arete Wealth Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2026, closing a stake of 5,024 shares — an estimated $242K sold.

Arete Wealth Advisors first reported a position in ARTY in Q3 2025 and held it in 2 quarters. The position peaked at $242K in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Arete Wealth Advisors reported no remaining iShares Future AI & Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,024 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $242K.
  • Arete Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares Future AI & Tech ETF position peaked at $242K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.