Mariner

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

Mariner’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	$7.27M	Buy	156,171 +3,953	+3%	+$198K	0.01%	897
2025 Q4	$7.33M	Buy	152,218 +117,620	+340%	+$5.67M	0.01%	840
2025 Q3	$1.58M	Buy	34,598 +6,204	+22%	+$267K	﹤0.01%	1579
2025 Q2	$1.16M	Buy	28,394 +3,050	+12%	+$107K	﹤0.01%	1693
2025 Q1	$797K	Buy	25,344 +13,468	+113%	+$499K	﹤0.01%	1847
2024 Q4	$440K	Buy	11,876 +1,550	+15%	+$56.3K	﹤0.01%	2291
2024 Q3	$354K	Sell	10,326 -955	-8%	-$31.7K	﹤0.01%	2429
2024 Q2	$374K	Buy	11,281 +2,579	+30%	+$86K	﹤0.01%	2276
2024 Q1	$299K	Sell	8,702 -5,026	-37%	-$169K	﹤0.01%	2430
2023 Q4	$474K	Buy	13,728 +3,068	+29%	+$97.2K	﹤0.01%	1967
2023 Q3	$326K	Buy	10,660 +2,835	+36%	+$91.5K	﹤0.01%	2088
2023 Q2	$259K	Buy	7,825 +899	+13%	+$27.6K	﹤0.01%	2239
2023 Q1	$217K	Buy	+6,926	New	+$204K	﹤0.01%	2352

Other funds holding ARTY

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 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