NFG
ARTY

Next Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Next Financial Group’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
2021
Q2 		– Sell
-87
Closed -$4K – 2733
2021
Q1 		$4K Buy
+87
New +$3.92K ﹤0.01% 2189

Other funds holding ARTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Next Financial Group's ARTY Position: Q2 2021 in Review

Next Financial Group sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2021, closing a stake of 87 shares — an estimated $4K sold.

Next Financial Group first reported a position in ARTY in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 95 funds tracked by Wall St. Rank hold ARTY as of Q2 2021.

  • Next Financial Group reported no remaining iShares Future AI & Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 87 iShares Future AI & Tech ETF shares in Q2 2021, an estimated $4K.
  • Next Financial Group first reported a position in iShares Future AI & Tech ETF in Q1 2021 and held it in 1 quarter.
  • Next Financial Group's iShares Future AI & Tech ETF position peaked at $4K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.