KA
ARTY

Kovack Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Kovack Advisors’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
2024
Q1 		– Sell
-11,491
Closed -$396K – 618
2023
Q4 		$396K Buy
11,491
+200
+2% +$6.33K 0.05% 358
2023
Q3 		$345K Buy
11,291
+2,400
+27% +$77.5K 0.05% 352
2023
Q2 		$294K Sell
8,891
-600
-6% -$18.4K 0.04% 421
2023
Q1 		$298K Sell
9,491
-200
-2% -$5.91K 0.04% 411
2022
Q4 		$247K Buy
9,691
+500
+5% +$12.6K 0.04% 458
2022
Q3 		$219K Buy
+9,191
New +$251K 0.03% 501

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kovack Advisors's ARTY Position: Q1 2024 in Review

Kovack Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2024, closing a stake of 11,491 shares — an estimated $396K sold.

Kovack Advisors first reported a position in ARTY in Q3 2022 and held it in 6 quarters. The position peaked at $396K in Q4 2023. 160 funds tracked by Wall St. Rank hold ARTY as of Q1 2024.

  • Kovack Advisors reported no remaining iShares Future AI & Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Kovack Advisors sold 11,491 iShares Future AI & Tech ETF shares in Q1 2024, an estimated $396K.
  • Kovack Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2022 and held it in 6 quarters.
  • Kovack Advisors's iShares Future AI & Tech ETF position peaked at $396K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.