Intrua Financial’s iShares Future AI & Tech ETF ARTY Stock Holding History

Intrua Financial’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	$2.62M	Buy	56,403 +11,315	+25%	+$568K	0.28%	72
2025 Q4	$2.17M	Buy	45,088 +1,018	+2%	+$49.1K	0.24%	82
2025 Q3	$2.02M	Buy	44,070 +2,385	+6%	+$102K	0.24%	87
2025 Q2	$1.71M	Buy	41,685 +1,045	+3%	+$36.5K	0.25%	79
2025 Q1	$1.28M	Buy	40,640 +358	+0.9%	+$13.3K	0.2%	92
2024 Q4	$1.49M	Buy	40,282 +2,878	+8%	+$105K	0.24%	81
2024 Q3	$1.28M	Buy	37,404 +2,060	+6%	+$68.4K	0.21%	97
2024 Q2	$1.17M	Buy	35,344 +10,540	+42%	+$352K	0.19%	111
2024 Q1	$852K	Buy	24,804 +12,310	+99%	+$414K	0.13%	153
2023 Q4	$431K	Buy	+12,494	New	+$396K	0.07%	248

Other funds holding ARTY

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return