Belpointe Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-6,016	Closed	-$189K	–	3482
2023 Q1	$189K	Buy	6,016 +406	+7%	+$12K	0.01%	970
2022 Q4	$143K	Buy	5,610 +1,138	+25%	+$28.6K	0.01%	1046
2022 Q3	$107K	Buy	+4,472	New	+$122K	0.01%	1128
2022 Q1	–	Sell	-2,932	Closed	-$122K	–	1323
2021 Q4	$122K	Buy	2,932 +7	+0.2%	+$306	0.01%	1111
2021 Q3	$124K	Hold	2,925	–	–	0.01%	1064
2021 Q2	$132K	Buy	+2,925	New	+$126K	0.01%	1005

Other funds holding ARTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Belpointe Asset Management's ARTY Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2023, closing a stake of 6,016 shares — an estimated $189K sold.

Belpointe Asset Management first reported a position in ARTY in Q2 2021 and held it in 6 quarters. The position peaked at $189K in Q1 2023. 113 funds tracked by Wall St. Rank hold ARTY as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 6,016 iShares Future AI & Tech ETF shares in Q2 2023, an estimated $189K.
Belpointe Asset Management first reported a position in iShares Future AI & Tech ETF in Q2 2021 and held it in 6 quarters.
Belpointe Asset Management's iShares Future AI & Tech ETF position peaked at $189K in Q1 2023.
113 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.