SWP
ARTY

Stratos Wealth Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Stratos Wealth Partners’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 		$13M Sell
170,547
-57,365
-25% -$3.8M 0.13% 166
2026
Q1 		$10.6M Buy
227,912
+3,146
+1% +$158K 0.12% 184
2025
Q4 		$10.8M Buy
224,766
+22,494
+11% +$1.08M 0.12% 176
2025
Q3 		$9.26M Buy
202,272
+185,185
+1,084% +$7.96M 0.11% 191
2025
Q2 		$701K Sell
17,087
-357
-2% -$12.5K 0.01% 818
2025
Q1 		$549K Buy
17,444
+1,187
+7% +$44K 0.01% 850
2024
Q4 		$603K Sell
16,257
-294
-2% -$10.7K 0.01% 858
2024
Q3 		$567K Sell
16,551
-487
-3% -$16.2K 0.01% 889
2024
Q2 		$566K Buy
17,038
+850
+5% +$28.3K 0.01% 859
2024
Q1 		$556K Buy
+16,188
New +$545K 0.01% 855

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

Stratos Wealth Partners's ARTY Position: Q2 2026 in Review

Stratos Wealth Partners reduced its iShares Future AI & Tech ETF (ARTY) stake by 25% in Q2 2026, selling an estimated $3.8M and leaving 170,547 shares worth $13M. The position accounts for 0.13% of the portfolio, ranked #166.

Stratos Wealth Partners first reported a position in ARTY in Q1 2024 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Stratos Wealth Partners held 170,547 shares of iShares Future AI & Tech ETF worth $13M as of Q2 2026.
  • Stratos Wealth Partners sold 57,365 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $3.8M.
  • iShares Future AI & Tech ETF made up 0.13% of Stratos Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • Stratos Wealth Partners first reported a position in iShares Future AI & Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.