OCG
ARTY

Opus Capital Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Opus Capital 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
2026
Q1 		$2M Buy
43,028
+5,000
+13% +$251K 0.22% 44
2025
Q4 		$1.83M Buy
+38,028
New +$1.83M 0.2% 43
2025
Q2 		– Sell
-26,310
Closed -$827K – 128
2025
Q1 		$827K Buy
+26,310
New +$976K 0.11% 56

Other funds holding ARTY

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
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

Opus Capital Group's ARTY Position: Q1 2026 in Review

Opus Capital Group increased its iShares Future AI & Tech ETF (ARTY) stake by 13% in Q1 2026, buying an estimated $251K and bringing the position to 43,028 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #44.

Opus Capital Group first reported a position in ARTY in Q1 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Opus Capital Group held 43,028 shares of iShares Future AI & Tech ETF worth $2M as of Q1 2026.
  • Opus Capital Group bought 5,000 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $251K.
  • iShares Future AI & Tech ETF made up 0.22% of Opus Capital Group's portfolio in Q1 2026, its #44 holding.
  • Opus Capital Group first reported a position in iShares Future AI & Tech ETF in Q1 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.