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Aptus Capital Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Aptus Capital Advisors’s Portfolio AIQ Stock Details AIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.28M Buy
177,357
+120,571
+212% +$6.05M 0.07% 256
2025
Q4 		$2.89M Buy
56,786
+7,968
+16% +$405K 0.02% 396
2025
Q3 		$2.41M Buy
48,818
+48,650
+28,958% +$2.21M 0.02% 402
2025
Q2 		$7.34K Hold
168
– – ﹤0.01% 1393
2025
Q1 		$6.11K Sell
168
-193,631
-100% -$7.63M ﹤0.01% 1322
2024
Q4 		$7.49M Buy
193,799
+159,709
+468% +$6.14M 0.09% 214
2024
Q3 		$1.27M Buy
34,090
+8,737
+34% +$307K 0.02% 370
2024
Q2 		$903K Buy
25,353
+25,003
+7,144% +$848K 0.02% 408
2024
Q1 		$11.9K Buy
+350
New +$11.4K ﹤0.01% 1017

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return