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

Professional Financial 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
2022 Q4	–	Sell	-233	Closed	-$6K	–	488
2022 Q3	$6K	Sell	233 -246	-51%	-$6.73K	﹤0.01%	353
2022 Q2	$13K	Buy	479 +2	+0.4%	+$58	0.01%	275
2022 Q1	$16K	Hold	477	–	–	0.01%	264
2021 Q4	$20K	Buy	477 +238	+100%	+$10.4K	0.01%	250
2021 Q3	$10K	Hold	239	–	–	0.01%	267
2021 Q2	$11K	Buy	+239	New	+$10.3K	0.01%	267

Other funds holding ARTY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Professional Financial Advisors's ARTY Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2022, closing a stake of 233 shares — an estimated $6K sold.

Professional Financial Advisors first reported a position in ARTY in Q2 2021 and held it in 6 quarters. The position peaked at $20K in Q4 2021. 75 funds tracked by Wall St. Rank hold ARTY as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Future AI & Tech ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 233 iShares Future AI & Tech ETF shares in Q4 2022, an estimated $6K.
Professional Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2021 and held it in 6 quarters.
Professional Financial Advisors's iShares Future AI & Tech ETF position peaked at $20K in Q4 2021.
75 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.