Trilogy Capital
ARTY icon

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

Trilogy Capital’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 		$264K Sell
3,373
-177
-5% -$12.9K 0.01% 359
2026
Q2 		$270K Buy
+3,550
New +$235K 0.01% 349

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WBG
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CX Institutional
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Trilogy Capital's ARTY Position: Q3 2026 in Review

Trilogy Capital reduced its iShares Future AI & Tech ETF (ARTY) stake by 5% in Q3 2026, selling an estimated $12.9K and leaving 3,373 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #359.

Trilogy Capital first reported a position in ARTY in Q2 2026 and has held it in 2 quarters since. The position peaked at $270K in Q2 2026. 273 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Trilogy Capital held 3,373 shares of iShares Future AI & Tech ETF worth $264K as of Q3 2026.
  • Trilogy Capital sold 177 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $12.9K.
  • iShares Future AI & Tech ETF made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #359 holding.
  • Trilogy Capital first reported a position in iShares Future AI & Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • Trilogy Capital's iShares Future AI & Tech ETF position peaked at $270K in Q2 2026.
  • 273 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.