PA
ARTY

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

PFG Advisors’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 		$522K Sell
11,216
-915
-8% -$45.9K 0.03% 532
2025
Q4 		$584K Sell
12,131
-691
-5% -$33.3K 0.03% 495
2025
Q3 		$587K Sell
12,822
-27
-0.2% -$1.16K 0.02% 519
2025
Q2 		$527K Sell
12,849
-2,308
-15% -$80.7K 0.02% 417
2025
Q1 		$477K Buy
15,157
+3,858
+34% +$143K 0.03% 485
2024
Q4 		$419K Sell
11,299
-67
-0.6% -$2.44K 0.03% 497
2024
Q3 		$389K Sell
11,366
-88
-0.8% -$2.92K 0.02% 520
2024
Q2 		$380K Buy
11,454
+1,533
+15% +$51.1K 0.03% 486
2024
Q1 		$341K Buy
9,921
+2,746
+38% +$92.4K 0.02% 490
2023
Q4 		$248K Buy
+7,175
New +$227K 0.02% 538

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 $376B 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 $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
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