DADC
ARTY

D.A. Davidson & Co’s iShares Future AI & Tech ETF ARTY Stock Holding History

D.A. Davidson & Co’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 		– Sell
-12,630
Closed -$609K – 1637
2025
Q4 		$609K Buy
+12,630
New +$609K ﹤0.01% 1067

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

D.A. Davidson & Co's ARTY Position: Q1 2026 in Review

D.A. Davidson & Co sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2026, closing a stake of 12,630 shares — an estimated $609K sold.

D.A. Davidson & Co first reported a position in ARTY in Q4 2025 and held it in 1 quarter. The position peaked at $609K in Q4 2025. 325 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • D.A. Davidson & Co reported no remaining iShares Future AI & Tech ETF position as of Q1 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 12,630 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $609K.
  • D.A. Davidson & Co first reported a position in iShares Future AI & Tech ETF in Q4 2025 and held it in 1 quarter.
  • D.A. Davidson & Co's iShares Future AI & Tech ETF position peaked at $609K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.