CX Institutional’s iShares Future AI & Tech ETF ARTY Stock Holding History

CX Institutional’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	$8.58M	Sell	112,651 -2,689	-2%	-$178K	0.25%	96
2026 Q1	$5.37M	Buy	115,340 +93,846	+437%	+$4.71M	0.16%	154
2025 Q4	$1.04M	Buy	21,494 +4,308	+25%	+$208K	0.03%	283
2025 Q3	$787K	Buy	17,186 +261	+2%	+$11.2K	0.02%	336
2025 Q2	$694K	Buy	16,925 +6,250	+59%	+$219K	0.02%	316
2025 Q1	$336K	Buy	10,675 +2,759	+35%	+$102K	0.01%	458
2024 Q4	$293K	Buy	+7,916	New	+$288K	0.01%	451

Other funds holding ARTY

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return