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
2026
Q2 		$675K Buy
+8,918
New +$591K 0.03% 516
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 $1.89T 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

Kovack Advisors's ARTY Position: Q2 2026 in Review

Kovack Advisors opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 8,918 shares worth $675K. The stake represents 0.03% of the portfolio and ranks #516 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in ARTY as recently as Q4 2023.

Kovack Advisors first reported a position in ARTY in Q3 2022 and has held it in 7 quarters since. 400 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Kovack Advisors held 8,918 shares of iShares Future AI & Tech ETF worth $675K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Kovack Advisors position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #516 holding.
  • Kovack Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2022 and has held it in 7 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.