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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,270
Closed -$260K – 1136
2025
Q1 		$260K Buy
8,270
+400
+5% +$14.8K ﹤0.01% 933
2024
Q4 		$292K Sell
7,870
-2,722
-26% -$98.9K ﹤0.01% 892
2024
Q3 		$363K Sell
10,592
-500
-5% -$16.6K ﹤0.01% 817
2024
Q2 		$368K Buy
+11,092
New +$370K ﹤0.01% 787

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

United Capital Financial Advisors's ARTY Position: Q2 2025 in Review

United Capital Financial Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2025, closing a stake of 8,270 shares — an estimated $260K sold.

United Capital Financial Advisors first reported a position in ARTY in Q2 2024 and held it in 4 quarters. The position peaked at $368K in Q2 2024. 234 funds tracked by Wall St. Rank hold ARTY as of Q2 2025.

  • United Capital Financial Advisors reported no remaining iShares Future AI & Tech ETF position as of Q2 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,270 iShares Future AI & Tech ETF shares in Q2 2025, an estimated $260K.
  • United Capital Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2024 and held it in 4 quarters.
  • United Capital Financial Advisors's iShares Future AI & Tech ETF position peaked at $368K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.