SWMG LLC
ARTY icon

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

SWMG 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
2026
Q3 		$482K Sell
7,000
-90
-1% -$6.55K 0.11% 68
2026
Q2 		$496K Buy
+7,090
New +$470K 0.12% 60

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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
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWMG LLC's ARTY Position: Q3 2026 in Review

SWMG LLC reduced its iShares Future AI & Tech ETF (ARTY) stake by 1.3% in Q3 2026, selling an estimated $6.55K and leaving 7,000 shares worth $482K. The position accounts for 0.11% of the portfolio, ranked #68.

SWMG LLC first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. The position peaked at $496K in Q2 2026. 183 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • SWMG LLC held 7,000 shares of iShares Future AI & Tech ETF worth $482K as of Q3 2026.
  • SWMG LLC sold 90 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $6.55K.
  • iShares Future AI & Tech ETF made up 0.11% of SWMG LLC's portfolio in Q3 2026, its #68 holding.
  • SWMG LLC first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • SWMG LLC's iShares Future AI & Tech ETF position peaked at $496K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.