LWL
ARTY

Leo Wealth LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

Leo Wealth LLC’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 		$327K Buy
7,036
+316
+5% +$15.9K 0.02% 342
2025
Q4 		$324K Buy
+6,720
New +$324K 0.02% 337
2025
Q3 		– Sell
-5,075
Closed -$208K – 404
2025
Q2 		$208K Buy
+5,075
New +$177K 0.02% 369

Other funds holding ARTY

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
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

Leo Wealth LLC's ARTY Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Future AI & Tech ETF (ARTY) stake by 4.7% in Q1 2026, buying an estimated $15.9K and bringing the position to 7,036 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #342.

Leo Wealth LLC first reported a position in ARTY in Q2 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Leo Wealth LLC held 7,036 shares of iShares Future AI & Tech ETF worth $327K as of Q1 2026.
  • Leo Wealth LLC bought 316 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $15.9K.
  • iShares Future AI & Tech ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #342 holding.
  • Leo Wealth LLC first reported a position in iShares Future AI & Tech ETF in Q2 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.