Atria Wealth Solutions’s iShares Future AI & Tech ETF ARTY Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-17,573	Closed	-$651K	–	2114
2024 Q4	$651K	Buy	17,573 +920	+6%	+$33.4K	0.01%	1123
2024 Q3	$570K	Sell	16,653 -389	-2%	-$12.9K	0.01%	1181
2024 Q2	$566K	Buy	17,042 +528	+3%	+$17.6K	0.01%	1182
2024 Q1	$567K	Buy	16,514 +1,224	+8%	+$41.2K	0.01%	1206
2023 Q4	$528K	Buy	+15,290	New	+$484K	0.01%	1181
2023 Q3	–	Sell	-9,610	Closed	-$318K	–	1996
2023 Q2	$318K	Buy	+9,610	New	+$295K	﹤0.01%	1398
2022 Q2	–	Sell	-42,502	Closed	-$1.46M	–	1917
2022 Q1	$1.46M	Buy	+42,502	New	+$1.52M	0.02%	582

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's ARTY Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2025, closing a stake of 17,573 shares — an estimated $651K sold.

Atria Wealth Solutions first reported a position in ARTY in Q1 2022 and held it in 7 quarters. The position peaked at $1.46M in Q1 2022. 214 funds tracked by Wall St. Rank hold ARTY as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares Future AI & Tech ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 17,573 iShares Future AI & Tech ETF shares in Q1 2025, an estimated $651K.
Atria Wealth Solutions first reported a position in iShares Future AI & Tech ETF in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's iShares Future AI & Tech ETF position peaked at $1.46M in Q1 2022.
214 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.