Prospera Financial Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Prospera Financial Services’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 Q3	–	Sell	-3,349	Closed	-$89K	–	1621
2022 Q2	$89K	Sell	3,349 -250	-7%	-$7.3K	﹤0.01%	918
2022 Q1	$124K	Buy	+3,599	New	+$129K	0.01%	1045
2021 Q2	–	Sell	-7,381	Closed	-$318K	–	833
2021 Q1	$318K	Sell	7,381 -211	-3%	-$9.52K	0.02%	598
2020 Q4	$302K	Buy	7,592 +6,014	+381%	+$219K	0.02%	537
2020 Q3	$52K	Buy	+1,578	New	+$50.7K	0.02%	607

Other funds holding ARTY

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Prospera Financial Services's ARTY Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2022, closing a stake of 3,349 shares — an estimated $89K sold.

Prospera Financial Services first reported a position in ARTY in Q3 2020 and held it in 5 quarters. The position peaked at $318K in Q1 2021. 71 funds tracked by Wall St. Rank hold ARTY as of Q3 2022.

Prospera Financial Services reported no remaining iShares Future AI & Tech ETF position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 3,349 iShares Future AI & Tech ETF shares in Q3 2022, an estimated $89K.
Prospera Financial Services first reported a position in iShares Future AI & Tech ETF in Q3 2020 and held it in 5 quarters.
Prospera Financial Services's iShares Future AI & Tech ETF position peaked at $318K in Q1 2021.
71 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.