LA
ARTY

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

LexAurum 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 		$616K Buy
8,083
+2,406
+42% +$159K 0.07% 213
2026
Q1 		$264K Buy
+5,677
New +$285K 0.03% 342
2022
Q1 		– Sell
-5,710
Closed -$236K – 283
2021
Q4 		$236K Sell
5,710
-419
-7% -$18.3K 0.08% 227
2021
Q3 		$260K Sell
6,129
-244
-4% -$10.7K 0.08% 240
2021
Q2 		$286K Buy
6,373
+1,649
+35% +$71.2K 0.08% 232
2021
Q1 		$204K Buy
+4,724
New +$213K 0.07% 231

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return