CIA
ARTY

Concurrent Investment Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Concurrent Investment 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
Q1 		$716K Buy
15,394
+925
+6% +$46.4K 0.01% 1039
2025
Q4 		$697K Buy
14,469
+5,657
+64% +$273K 0.01% 998
2025
Q3 		$403K Hold
8,812
– – 0.01% 1019
2025
Q2 		$361K Sell
8,812
-118
-1% -$4.13K 0.01% 977
2025
Q1 		$281K Buy
8,930
+1,406
+19% +$52.1K 0.01% 961
2024
Q4 		$279K Sell
7,524
-3,530
-32% -$128K 0.01% 860
2024
Q3 		$378K Sell
11,054
-1
-0% -$33 0.01% 698
2024
Q2 		$367K Sell
11,055
-2,862
-21% -$95.5K 0.01% 676
2024
Q1 		$478K Buy
13,917
+824
+6% +$27.7K 0.02% 563
2023
Q4 		$452K Buy
+13,093
New +$415K 0.02% 513

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return