NMM
ARTY

Naples Money Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Naples Money 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
2024
Q3 		$3.42K Hold
100
– – ﹤0.01% 260
2024
Q2 		$3.31K Hold
100
– – ﹤0.01% 269
2024
Q1 		$3.44K Hold
100
– – ﹤0.01% 277
2023
Q4 		$3.45K Buy
+100
New +$3.17K ﹤0.01% 279

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Naples Money Management's ARTY Position: Q3 2024 in Review

Naples Money Management held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2024 at 100 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Naples Money Management first reported a position in ARTY in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.45K in Q4 2023. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

  • Naples Money Management held 100 shares of iShares Future AI & Tech ETF worth $3.42K as of Q3 2024.
  • Naples Money Management left its iShares Future AI & Tech ETF share count unchanged in Q3 2024.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #260 holding.
  • Naples Money Management first reported a position in iShares Future AI & Tech ETF in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's iShares Future AI & Tech ETF position peaked at $3.45K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.