FAIM
ARTY

Financial Advocates Investment Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Financial Advocates Investment Management’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
2023
Q2 		– Sell
-40,371
Closed -$1.27M – 787
2023
Q1 		$1.27M Buy
40,371
+130
+0.3% +$3.84K 0.09% 244
2022
Q4 		$1.03M Sell
40,241
-105
-0.3% -$2.64K 0.08% 282
2022
Q3 		$961K Buy
+40,346
New +$1.1M 0.08% 256

Other funds holding ARTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's ARTY Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2023, closing a stake of 40,371 shares — an estimated $1.27M sold.

Financial Advocates Investment Management first reported a position in ARTY in Q3 2022 and held it in 3 quarters. The position peaked at $1.27M in Q1 2023. 113 funds tracked by Wall St. Rank hold ARTY as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 40,371 iShares Future AI & Tech ETF shares in Q2 2023, an estimated $1.27M.
  • Financial Advocates Investment Management first reported a position in iShares Future AI & Tech ETF in Q3 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's iShares Future AI & Tech ETF position peaked at $1.27M in Q1 2023.
  • 113 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.