Cordasco Financial Network’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cordasco Financial Network’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
2022 Q2	$5K	Hold	205	–	–	﹤0.01%	466
2022 Q1	$7K	Hold	205	–	–	﹤0.01%	428
2021 Q4	$8K	Hold	205	–	–	0.01%	408
2021 Q3	$9K	Hold	205	–	–	0.01%	398
2021 Q2	$9K	Hold	205	–	–	0.01%	407
2021 Q1	$9K	Hold	205	–	–	0.01%	394
2020 Q4	$8K	Hold	205	–	–	0.01%	358
2020 Q3	$7K	Hold	205	–	–	0.01%	368
2020 Q2	$6K	Hold	205	–	–	0.01%	354
2020 Q1	$5K	Hold	205	–	–	0.01%	341
2019 Q4	$6K	Hold	205	–	–	0.01%	347
2019 Q3	$5K	Buy	+205	New	+$5.06K	﹤0.01%	378

Other funds holding ARTY

WBG

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

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cordasco Financial Network's ARTY Position: Q2 2022 in Review

Cordasco Financial Network held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2022 at 205 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Cordasco Financial Network first reported a position in ARTY in Q3 2019 and has held it in 12 quarters since. The position peaked at $9K in Q3 2021. 78 funds tracked by Wall St. Rank hold ARTY as of Q2 2022.

Cordasco Financial Network held 205 shares of iShares Future AI & Tech ETF worth $5K as of Q2 2022.
Cordasco Financial Network left its iShares Future AI & Tech ETF share count unchanged in Q2 2022.
iShares Future AI & Tech ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #466 holding.
Cordasco Financial Network first reported a position in iShares Future AI & Tech ETF in Q3 2019 and has held it in 12 quarters since.
Cordasco Financial Network's iShares Future AI & Tech ETF position peaked at $9K in Q3 2021.
78 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.