TPBG
ARTY

Turning Point Benefit Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-1
Closed -$2 – 830
2025
Q4 		$2 Hold
1
– – ﹤0.01% 846
2025
Q3 		$2 Buy
+1
New +$43 ﹤0.01% 757

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Turning Point Benefit Group's ARTY Position: Q1 2026 in Review

Turning Point Benefit Group sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2026, closing a stake of 1 share — an estimated $2 sold.

Turning Point Benefit Group first reported a position in ARTY in Q3 2025 and held it in 2 quarters. The position peaked at $2 in Q4 2025. 321 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • Turning Point Benefit Group reported no remaining iShares Future AI & Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 1 iShares Future AI & Tech ETF share in Q1 2026, an estimated $2.
  • Turning Point Benefit Group first reported a position in iShares Future AI & Tech ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's iShares Future AI & Tech ETF position peaked at $2 in Q4 2025.
  • 321 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.