SLWA
ARTY

San Luis Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

San Luis Wealth 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
Q2 		– Sell
-8,540
Closed -$397K – 202
2026
Q1 		$397K Buy
8,540
+1,894
+28% +$95.1K 0.07% 130
2025
Q4 		$320K Buy
+6,646
New +$320K 0.05% 149

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

San Luis Wealth Advisors's ARTY Position: Q2 2026 in Review

San Luis Wealth Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2026, closing a stake of 8,540 shares — an estimated $397K sold.

San Luis Wealth Advisors first reported a position in ARTY in Q4 2025 and held it in 2 quarters. The position peaked at $397K in Q1 2026. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • San Luis Wealth Advisors reported no remaining iShares Future AI & Tech ETF position as of Q2 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 8,540 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $397K.
  • San Luis Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2025 and held it in 2 quarters.
  • San Luis Wealth Advisors's iShares Future AI & Tech ETF position peaked at $397K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.