SeaCrest Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-2,487	Closed	-$66K	–	1571
2022 Q2	$66K	Buy	+2,487	New	+$72.6K	0.01%	1017
2020 Q3	–	Sell	-11,620	Closed	-$344K	–	620
2020 Q2	$344K	Buy	+11,620	New	+$307K	0.06%	344
2020 Q1	–	Sell	-9,500	Closed	-$256K	–	593
2019 Q4	$256K	Sell	9,500 -5,600	-37%	-$143K	0.04%	441
2019 Q3	$369K	Buy	+15,100	New	+$372K	0.07%	332

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

SeaCrest Wealth Management's ARTY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2022, closing a stake of 2,487 shares — an estimated $66K sold.

SeaCrest Wealth Management first reported a position in ARTY in Q3 2019 and held it in 4 quarters. The position peaked at $369K in Q3 2019. 71 funds tracked by Wall St. Rank hold ARTY as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,487 iShares Future AI & Tech ETF shares in Q3 2022, an estimated $66K.
SeaCrest Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2019 and held it in 4 quarters.
SeaCrest Wealth Management's iShares Future AI & Tech ETF position peaked at $369K in Q3 2019.
71 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.