SXL
ARTY

Summit X LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

Summit X LLC’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
Q2 		– Sell
-6,066
Closed -$208K – 243
2024
Q1 		$208K Sell
6,066
-94
-2% -$3.16K 0.05% 198
2023
Q4 		$213K Buy
+6,160
New +$195K 0.06% 177

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $163M AUM
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit X LLC's ARTY Position: Q2 2024 in Review

Summit X LLC sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2024, closing a stake of 6,066 shares — an estimated $208K sold.

Summit X LLC first reported a position in ARTY in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q4 2023. 173 funds tracked by Wall St. Rank hold ARTY as of Q2 2024.

  • Summit X LLC reported no remaining iShares Future AI & Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Summit X LLC sold 6,066 iShares Future AI & Tech ETF shares in Q2 2024, an estimated $208K.
  • Summit X LLC first reported a position in iShares Future AI & Tech ETF in Q4 2023 and held it in 2 quarters.
  • Summit X LLC's iShares Future AI & Tech ETF position peaked at $213K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2024.

Based on Summit X LLC's 13F filing for Q2 2024, filed 13 Aug 2024.