UCFA
ARTY

United Capital Financial Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

United Capital Financial Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,270
Closed -$260K – 1127
2025
Q1 		$260K Buy
8,270
+400
+5% +$12.6K ﹤0.01% 925
2024
Q4 		$292K Sell
7,870
-2,722
-26% -$101K ﹤0.01% 884
2024
Q3 		$363K Sell
10,592
-500
-5% -$17.1K ﹤0.01% 817
2024
Q2 		$368K Buy
+11,092
New +$368K ﹤0.01% 781