KAS
ARTY

Kestra Advisory Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Kestra Advisory Services’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 		$5.74M Sell
75,302
-18,725
-20% -$1.24M 0.02% 771
2026
Q1 		$4.38M Buy
94,027
+31,482
+50% +$1.58M 0.02% 873
2025
Q4 		$3.01M Sell
62,545
-8,424
-12% -$406K 0.01% 989
2025
Q3 		$3.25M Buy
70,969
+7,633
+12% +$328K 0.01% 916
2025
Q2 		$2.6M Buy
63,336
+26,826
+73% +$938K 0.01% 944
2025
Q1 		$1.15M Buy
36,510
+10,539
+41% +$391K 0.01% 1311
2024
Q4 		$963K Buy
25,971
+3,182
+14% +$116K 0.01% 1445
2024
Q3 		$780K Sell
22,789
-1,483
-6% -$49.2K ﹤0.01% 1484
2024
Q2 		$806K Buy
24,272
+2,509
+12% +$83.7K ﹤0.01% 1464
2024
Q1 		$748K Buy
21,763
+8,643
+66% +$291K 0.01% 1419
2023
Q4 		$453K Buy
13,120
+484
+4% +$15.3K ﹤0.01% 1583
2023
Q3 		$386K Buy
12,636
+4,770
+61% +$154K ﹤0.01% 1510
2023
Q2 		$260K Sell
7,866
-4,218
-35% -$130K ﹤0.01% 1724
2023
Q1 		$379K Sell
12,084
-3,756
-24% -$111K ﹤0.01% 1432
2022
Q4 		$404K Sell
15,840
-9,787
-38% -$246K ﹤0.01% 1535
2022
Q3 		$611K Buy
25,627
+845
+3% +$23.1K 0.01% 1206
2022
Q2 		$655K Sell
24,782
-1,173
-5% -$34.2K 0.01% 1166
2022
Q1 		$892K Buy
25,955
+3,176
+14% +$113K 0.01% 1015
2021
Q4 		$943K Buy
22,779
+9,472
+71% +$415K 0.01% 1014
2021
Q3 		$564K Buy
13,307
+4,181
+46% +$183K 0.01% 1322
2021
Q2 		$410K Buy
9,126
+351
+4% +$15.2K ﹤0.01% 1390
2021
Q1 		$379K Sell
8,775
-10,730
-55% -$484K ﹤0.01% 1334
2020
Q4 		$780K Buy
+19,505
New +$709K 0.01% 984

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

Kestra Advisory Services's ARTY Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Future AI & Tech ETF (ARTY) stake by 20% in Q2 2026, selling an estimated $1.24M and leaving 75,302 shares worth $5.74M. The position accounts for 0.02% of the portfolio, ranked #771.

Kestra Advisory Services first reported a position in ARTY in Q4 2020 and has held it in 23 quarters since. 395 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Kestra Advisory Services held 75,302 shares of iShares Future AI & Tech ETF worth $5.74M as of Q2 2026.
  • Kestra Advisory Services sold 18,725 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $1.24M.
  • iShares Future AI & Tech ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #771 holding.
  • Kestra Advisory Services first reported a position in iShares Future AI & Tech ETF in Q4 2020 and has held it in 23 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.