COMPASS FINANCIAL MANAGEMENT LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$25K	Buy	+328	New	+$21.7K	﹤0.01%	844

Other funds holding ARTY

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WBG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ARTY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 328 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

332 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 328 shares of iShares Future AI & Tech ETF worth $25K as of Q2 2026.
iShares Future AI & Tech ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Future AI & Tech ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #844 holding.
332 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.