SFC
ARTY

Strategic Financial Concepts’s iShares Future AI & Tech ETF ARTY Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-26,757
Closed -$34K – 769
2024
Q2 		$34K Buy
+26,757
New +$892K 0.02% 281

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Financial Concepts's ARTY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2024, closing a stake of 26,757 shares — an estimated $34K sold.

Strategic Financial Concepts first reported a position in ARTY in Q2 2024 and held it in 1 quarter. The position peaked at $34K in Q2 2024. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares Future AI & Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 26,757 iShares Future AI & Tech ETF shares in Q3 2024, an estimated $34K.
  • Strategic Financial Concepts first reported a position in iShares Future AI & Tech ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares Future AI & Tech ETF position peaked at $34K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.