Patriot Financial Group Insurance Agency’s iShares Future AI & Tech ETF ARTY Stock Holding History

Patriot Financial Group Insurance Agency’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
2025 Q3	–	Sell	-18,636	Closed	-$764K	–	587
2025 Q2	$764K	Buy	18,636 +226	+1%	+$7.9K	0.09%	250
2025 Q1	$579K	Buy	+18,410	New	+$683K	0.08%	270
2022 Q4	–	Sell	-13,238	Closed	-$315K	–	453
2022 Q3	$315K	Sell	13,238 -19	-0.1%	-$520	0.08%	288
2022 Q2	$350K	Sell	13,257 -234	-2%	-$6.83K	0.07%	272
2022 Q1	$464K	Buy	13,491 +6,661	+98%	+$238K	0.08%	246
2021 Q4	$283K	Buy	6,830 +3,056	+81%	+$134K	0.05%	370
2021 Q3	$160K	Buy	3,774 +1,799	+91%	+$78.8K	0.03%	505
2021 Q2	$89K	Buy	+1,975	New	+$85.3K	0.02%	669

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ARTY Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2025, closing a stake of 18,636 shares — an estimated $764K sold.

Patriot Financial Group Insurance Agency first reported a position in ARTY in Q2 2021 and held it in 8 quarters. The position peaked at $764K in Q2 2025. 279 funds tracked by Wall St. Rank hold ARTY as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining iShares Future AI & Tech ETF position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 18,636 iShares Future AI & Tech ETF shares in Q3 2025, an estimated $764K.
Patriot Financial Group Insurance Agency first reported a position in iShares Future AI & Tech ETF in Q2 2021 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares Future AI & Tech ETF position peaked at $764K in Q2 2025.
279 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.