AAS
ARTY

Avantax Advisory Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Avantax Advisory Services’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
Q2 		$344K Sell
8,380
-950
-10% -$33.2K ﹤0.01% 1815
2025
Q1 		$293K Buy
+9,330
New +$346K ﹤0.01% 1839

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Avantax Advisory Services's ARTY Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Future AI & Tech ETF (ARTY) stake by 10% in Q2 2025, selling an estimated $33.2K and leaving 8,380 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Avantax Advisory Services first reported a position in ARTY in Q1 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold ARTY as of Q2 2025.

  • Avantax Advisory Services held 8,380 shares of iShares Future AI & Tech ETF worth $344K as of Q2 2025.
  • Avantax Advisory Services sold 950 iShares Future AI & Tech ETF shares in Q2 2025, an estimated $33.2K.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1815 holding.
  • Avantax Advisory Services first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.