Cetera Advisor Networks’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$794K	Buy	23,108 +509	+2%	+$17.1K	﹤0.01%	1610
2023 Q4	$780K	Sell	22,599 -10,695	-32%	-$339K	﹤0.01%	1543
2023 Q3	$1.02M	Buy	33,294 +5,276	+19%	+$170K	0.01%	1269
2023 Q2	$926K	Buy	28,018 +12,218	+77%	+$375K	0.01%	1311
2023 Q1	$496K	Buy	15,800 +6,607	+72%	+$195K	﹤0.01%	1696
2022 Q4	$235K	Buy	+9,193	New	+$231K	﹤0.01%	2164
2022 Q3	–	Sell	-9,719	Closed	-$257K	–	2188
2022 Q2	$257K	Sell	9,719 -2,823	-23%	-$82.4K	﹤0.01%	1707
2022 Q1	$431K	Sell	12,542 -699	-5%	-$25K	0.01%	1393
2021 Q4	$548K	Buy	13,241 +376	+3%	+$16.5K	0.01%	1230
2021 Q3	$545K	Buy	12,865 +3,575	+38%	+$157K	0.01%	1168
2021 Q2	$417K	Buy	9,290 +2,391	+35%	+$103K	0.01%	1296
2021 Q1	$298K	Buy	6,899 +1,684	+32%	+$76K	0.01%	1148
2020 Q4	$208K	Buy	+5,215	New	+$190K	﹤0.01%	1241
2020 Q3	–	Sell	-3,452	Closed	-$102K	–	3088
2020 Q2	$102K	Buy	+3,452	New	+$91.2K	﹤0.01%	1505

Other funds holding ARTY

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

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

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

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

WBG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Advisor Networks's ARTY Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Future AI & Tech ETF (ARTY) stake by 2.3% in Q1 2024, buying an estimated $17.1K and bringing the position to 23,108 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Cetera Advisor Networks first reported a position in ARTY in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2023. 160 funds tracked by Wall St. Rank hold ARTY as of Q1 2024.

Cetera Advisor Networks held 23,108 shares of iShares Future AI & Tech ETF worth $794K as of Q1 2024.
Cetera Advisor Networks bought 509 iShares Future AI & Tech ETF shares in Q1 2024, an estimated $17.1K.
iShares Future AI & Tech ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1610 holding.
Cetera Advisor Networks first reported a position in iShares Future AI & Tech ETF in Q2 2020 and has held it in 14 quarters since.
Cetera Advisor Networks's iShares Future AI & Tech ETF position peaked at $1.02M in Q3 2023.
160 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.