Sonata Capital Group
ARTY icon

Sonata Capital Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Sonata Capital Group’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
Q3 		$458K Hold
5,850
– – 0.15% 81
2026
Q2 		$446K Hold
5,850
– – 0.14% 84
2026
Q1 		$272K Hold
5,850
– – 0.1% 107
2025
Q4 		$282K Buy
5,850
+325
+6% +$15.7K 0.1% 103
2025
Q3 		$253K Hold
5,525
– – 0.09% 109
2025
Q2 		$227K Buy
+5,525
New +$193K 0.09% 114
2021
Q3 		– Sell
-5,175
Closed -$232K – 130
2021
Q2 		$232K Buy
5,175
+375
+8% +$16.2K 0.11% 118
2021
Q1 		$207K Buy
+4,800
New +$217K 0.1% 122

Other funds holding ARTY

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WBG
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McNaughton Wealth Management
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
Cora Capital Advisors
Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sonata Capital Group's ARTY Position: Q3 2026 in Review

Sonata Capital Group held its iShares Future AI & Tech ETF (ARTY) position steady in Q3 2026 at 5,850 shares worth $458K. The position accounts for 0.15% of the portfolio, ranked #81.

Sonata Capital Group first reported a position in ARTY in Q1 2021 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Sonata Capital Group held 5,850 shares of iShares Future AI & Tech ETF worth $458K as of Q3 2026.
  • Sonata Capital Group left its iShares Future AI & Tech ETF share count unchanged in Q3 2026.
  • iShares Future AI & Tech ETF made up 0.15% of Sonata Capital Group's portfolio in Q3 2026, its #81 holding.
  • Sonata Capital Group first reported a position in iShares Future AI & Tech ETF in Q1 2021 and has held it in 8 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.