USCWA
ARTY

U.S. Capital Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

U.S. Capital Wealth Advisors’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 		$680K Buy
14,620
+3,381
+30% +$170K 0.02% 607
2025
Q4 		$541K Buy
+11,239
New +$542K 0.01% 636

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

U.S. Capital Wealth Advisors's ARTY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Future AI & Tech ETF (ARTY) stake by 30% in Q1 2026, buying an estimated $170K and bringing the position to 14,620 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #607.

U.S. Capital Wealth Advisors first reported a position in ARTY in Q4 2025 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold ARTY as of Q1 2026.

  • U.S. Capital Wealth Advisors held 14,620 shares of iShares Future AI & Tech ETF worth $680K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 3,381 iShares Future AI & Tech ETF shares in Q1 2026, an estimated $170K.
  • iShares Future AI & Tech ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #607 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.