GWSG
ARTY

GPS Wealth Strategies Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-2,730
Closed -$125K – 1652
2025
Q3 		$125K Buy
2,730
+620
+29% +$26.6K 0.01% 436
2025
Q2 		$86.5K Sell
2,110
-152
-7% -$5.32K 0.01% 500
2025
Q1 		$71.1K Hold
2,262
– – 0.01% 539
2024
Q4 		$83.8K Buy
2,262
+1
+0% +$36 0.01% 472
2024
Q3 		$77.4K Hold
2,261
– – 0.01% 499
2024
Q2 		$75K Buy
2,261
+10
+0.4% +$334 0.01% 450
2024
Q1 		$77.3K Hold
2,251
– – 0.01% 428
2023
Q4 		$77.7K Buy
2,251
+3
+0.1% +$95 0.01% 405
2023
Q3 		$68.7K Hold
2,248
– – 0.01% 416
2023
Q2 		$74.3K Buy
+2,248
New +$69K 0.01% 413

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return