LAS
ARTY

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

Lloyd 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 		– Sell
-1,019
Closed -$47.4K – 1046
2026
Q1 		$47.4K Buy
1,019
+916
+889% +$46K 0.01% 279
2025
Q4 		$4.96K Buy
+103
New +$4.96K ﹤0.01% 416

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

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

Lloyd Advisory Services sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 1,019 shares — an estimated $47.4K sold.

Lloyd Advisory Services first reported a position in ARTY in Q4 2025 and held it in 2 quarters. The position peaked at $47.4K in Q1 2026. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,019 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $47.4K.
  • Lloyd Advisory Services first reported a position in iShares Future AI & Tech ETF in Q4 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares Future AI & Tech ETF position peaked at $47.4K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.