AWA
ARTY

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

Arkadios 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 		$1.5M Buy
32,232
+337
+1% +$16.9K 0.02% 631
2025
Q4 		$1.54M Sell
31,895
-12,422
-28% -$599K 0.03% 539
2025
Q3 		$2.03M Sell
44,317
-543
-1% -$23.3K 0.05% 397
2025
Q2 		$1.84M Sell
44,860
-199,033
-82% -$6.96M 0.06% 372
2025
Q1 		$7.67M Buy
243,893
+29,909
+14% +$1.11M 0.29% 70
2024
Q4 		$7.93M Buy
+213,984
New +$7.78M 0.43% 47
2021
Q4 		– Sell
-135
Closed -$5K – 1833
2021
Q3 		$5K Hold
135
– – ﹤0.01% 1623
2021
Q2 		$6K Hold
135
– – ﹤0.01% 1696
2021
Q1 		$5K Sell
135
-150
-53% -$6.77K ﹤0.01% 1385
2020
Q4 		$11K Buy
+285
New +$10.4K ﹤0.01% 939

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 $376B 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 $431B 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