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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
Q3 		$345K Sell
4,405
-9
-0.2% -$655 0.01% 582
2026
Q2 		$336K Sell
4,414
-216
-5% -$14.3K 0.01% 583
2026
Q1 		$215K Buy
+4,630
New +$232K 0.01% 669

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return

Valeo Financial Advisors's ARTY Position: Q3 2026 in Review

Valeo Financial Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 0.2% in Q3 2026, selling an estimated $655 and leaving 4,405 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #582.

Valeo Financial Advisors first reported a position in ARTY in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • Valeo Financial Advisors held 4,405 shares of iShares Future AI & Tech ETF worth $345K as of Q3 2026.
  • Valeo Financial Advisors sold 9 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $655.
  • iShares Future AI & Tech ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #582 holding.
  • Valeo Financial Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2026 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.