WAM
ARTY

Wealthspire Advisors (Maryland)’s iShares Future AI & Tech ETF ARTY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,061
Closed -$26K – 2113
2019
Q1 		$26K Hold
1,061
– – ﹤0.01% 1177
2018
Q4 		$21K Buy
+1,061
New +$23.1K ﹤0.01% 1195

Other funds holding ARTY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ARTY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2019, closing a stake of 1,061 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in ARTY in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q1 2019. 13 funds tracked by Wall St. Rank hold ARTY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Future AI & Tech ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,061 iShares Future AI & Tech ETF shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Future AI & Tech ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Future AI & Tech ETF position peaked at $26K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.