VFA
ARTY

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

Valeo 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
2026
Q2 		$336K Sell
4,414
-216
-5% -$14.3K 0.01% 583
2026
Q1 		$215K Buy
+4,630
New +$232K 0.01% 669

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CI
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MWM
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WAP
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LI
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SWM
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Wealth Enhancement Advisory Services
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VH
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AFA
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BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return