AWM
ARTY

Axxcess Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Axxcess Wealth Management’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
2022
Q1 		– Sell
-5,554
Closed -$230K – 716
2021
Q4 		$230K Buy
+5,554
New +$243K 0.02% 551

Other funds holding ARTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's ARTY Position: Q1 2022 in Review

Axxcess Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2022, closing a stake of 5,554 shares — an estimated $230K sold.

Axxcess Wealth Management first reported a position in ARTY in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 85 funds tracked by Wall St. Rank hold ARTY as of Q1 2022.

  • Axxcess Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,554 iShares Future AI & Tech ETF shares in Q1 2022, an estimated $230K.
  • Axxcess Wealth Management first reported a position in iShares Future AI & Tech ETF in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Future AI & Tech ETF position peaked at $230K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.