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 Q3	$9.51M	Buy	121,452 +8,801	+8%	+$641K	0.26%	94
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

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

AFA

Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

CX Institutional's ARTY Position: Q3 2026 in Review

CX Institutional increased its iShares Future AI & Tech ETF (ARTY) stake by 7.8% in Q3 2026, buying an estimated $641K and bringing the position to 121,452 shares worth $9.51M. The position accounts for 0.26% of the portfolio, ranked #94.

CX Institutional first reported a position in ARTY in Q4 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

CX Institutional held 121,452 shares of iShares Future AI & Tech ETF worth $9.51M as of Q3 2026.
CX Institutional bought 8,801 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $641K.
iShares Future AI & Tech ETF made up 0.26% of CX Institutional's portfolio in Q3 2026, its #94 holding.
CX Institutional first reported a position in iShares Future AI & Tech ETF in Q4 2024 and has held it in 8 quarters since.
38 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.