B. Riley Wealth Advisors
ARTY icon

B. Riley Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

B. Riley 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
Q3 		$349K Buy
4,454
+398
+10% +$29K 0.01% 685
2026
Q2 		$301K Buy
+4,056
New +$269K 0.02% 627

Other funds holding ARTY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McNaughton Wealth Management
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
Cora Capital Advisors
Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

B. Riley Wealth Advisors's ARTY Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 9.8% in Q3 2026, buying an estimated $29K and bringing the position to 4,454 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #685.

B. Riley Wealth Advisors first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • B. Riley Wealth Advisors held 4,454 shares of iShares Future AI & Tech ETF worth $349K as of Q3 2026.
  • B. Riley Wealth Advisors bought 398 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $29K.
  • iShares Future AI & Tech ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #685 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.