PVG Asset Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

PVG Asset Management’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
2023 Q4	$368K	Buy	+10,661	New	+$338K	1.78%	13

Other funds holding ARTY

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

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

PVG Asset Management's ARTY Position: Q4 2023 in Review

PVG Asset Management opened a new position in iShares Future AI & Tech ETF (ARTY) in Q4 2023: 10,661 shares worth $368K. The stake represents 1.78% of the portfolio and ranks #13 among its holdings.

150 funds tracked by Wall St. Rank hold ARTY as of Q4 2023.

PVG Asset Management held 10,661 shares of iShares Future AI & Tech ETF worth $368K as of Q4 2023.
iShares Future AI & Tech ETF was a new PVG Asset Management position in Q4 2023.
iShares Future AI & Tech ETF made up 1.78% of PVG Asset Management's portfolio in Q4 2023, its #13 holding.
150 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2023.

Based on PVG Asset Management's 13F filing for Q4 2023, filed 12 Mar 2024.