HSA
ARTY

HBK Sorce Advisory’s iShares Future AI & Tech ETF ARTY Stock Holding History

HBK Sorce Advisory’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
Q2 		$344K Hold
4,758
– – 0.01% 473
2026
Q1 		$325K Buy
+4,758
New +$239K 0.01% 476

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HBK Sorce Advisory's ARTY Position: Q2 2026 in Review

HBK Sorce Advisory held its iShares Future AI & Tech ETF (ARTY) position steady in Q2 2026 at 4,758 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #473.

HBK Sorce Advisory first reported a position in ARTY in Q1 2026 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • HBK Sorce Advisory held 4,758 shares of iShares Future AI & Tech ETF worth $344K as of Q2 2026.
  • HBK Sorce Advisory left its iShares Future AI & Tech ETF share count unchanged in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #473 holding.
  • HBK Sorce Advisory first reported a position in iShares Future AI & Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.