Ellerson Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Ellerson Group’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	$2.21M	Buy	+32,825	New	+$2.39M	1.28%	28

Other funds holding ARTY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Ellerson Group's ARTY Position: Q3 2026 in Review

Ellerson Group opened a new position in iShares Future AI & Tech ETF (ARTY) in Q3 2026: 32,825 shares worth $2.21M. The stake represents 1.28% of the portfolio and ranks #28 among its holdings.

273 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

Ellerson Group held 32,825 shares of iShares Future AI & Tech ETF worth $2.21M as of Q3 2026.
iShares Future AI & Tech ETF was a new Ellerson Group position in Q3 2026.
iShares Future AI & Tech ETF made up 1.28% of Ellerson Group's portfolio in Q3 2026, its #28 holding.
273 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Ellerson Group's 13F filing for Q3 2026, filed 4 Nov 2026.