TC
ARTY

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
Q2 		$270K Buy
+3,550
New +$235K 0.01% 349

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM

Trilogy Capital's ARTY Position: Q2 2026 in Review

Trilogy Capital opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2026: 3,550 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings.

64 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • Trilogy Capital held 3,550 shares of iShares Future AI & Tech ETF worth $270K as of Q2 2026.
  • iShares Future AI & Tech ETF was a new Trilogy Capital position in Q2 2026.
  • iShares Future AI & Tech ETF made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #349 holding.
  • 64 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.