Lotus Asset Management
ARTY icon

Lotus Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Lotus Asset Management’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
Q3 		$412K Buy
5,267
+52
+1% +$3.78K 0.34% 28
2026
Q2 		$397K Buy
+5,215
New +$346K 0.35% 26

Other funds holding ARTY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lotus Asset Management's ARTY Position: Q3 2026 in Review

Lotus Asset Management increased its iShares Future AI & Tech ETF (ARTY) stake by 1% in Q3 2026, buying an estimated $3.78K and bringing the position to 5,267 shares worth $412K. The position accounts for 0.34% of the portfolio, ranked #28.

Lotus Asset Management first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Lotus Asset Management held 5,267 shares of iShares Future AI & Tech ETF worth $412K as of Q3 2026.
  • Lotus Asset Management bought 52 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $3.78K.
  • iShares Future AI & Tech ETF made up 0.34% of Lotus Asset Management's portfolio in Q3 2026, its #28 holding.
  • Lotus Asset Management first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Lotus Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.