Veritable’s iShares Future AI & Tech ETF ARTY Stock Holding History

Veritable’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
2022 Q1	–	Sell	-5,540	Closed	-$229K	–	951
2021 Q4	$229K	Hold	5,540	–	–	﹤0.01%	823
2021 Q3	$235K	Hold	5,540	–	–	﹤0.01%	783
2021 Q2	$249K	Buy	+5,540	New	+$239K	﹤0.01%	749

Other funds holding ARTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veritable's ARTY Position: Q1 2022 in Review

Veritable sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2022, closing a stake of 5,540 shares — an estimated $229K sold.

Veritable first reported a position in ARTY in Q2 2021 and held it in 3 quarters. The position peaked at $249K in Q2 2021. 85 funds tracked by Wall St. Rank hold ARTY as of Q1 2022.

Veritable reported no remaining iShares Future AI & Tech ETF position as of Q1 2022 after selling out during the quarter.
Veritable sold 5,540 iShares Future AI & Tech ETF shares in Q1 2022, an estimated $229K.
Veritable first reported a position in iShares Future AI & Tech ETF in Q2 2021 and held it in 3 quarters.
Veritable's iShares Future AI & Tech ETF position peaked at $249K in Q2 2021.
85 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2022.

Based on Veritable's 13F filing for Q1 2022, filed 11 May 2022.