AssetMark Inc
AIQ icon

AssetMark Inc’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

AssetMark Inc’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 		$24.7M Buy
528,890
+80,303
+18% +$4.03M 0.05% 293
2025
Q4 		$22.8M Buy
448,587
+42,499
+10% +$2.16M 0.05% 299
2025
Q3 		$20.1M Buy
406,088
+256,301
+171% +$11.7M 0.04% 301
2025
Q2 		$6.54M Buy
149,787
+25,520
+21% +$991K 0.02% 518
2025
Q1 		$4.52M Buy
124,267
+21,139
+20% +$833K 0.01% 537
2024
Q4 		$3.98M Buy
103,128
+18,965
+23% +$729K 0.01% 553
2024
Q3 		$3.13M Buy
84,163
+4,310
+5% +$151K 0.01% 542
2024
Q2 		$2.85M Buy
79,853
+13,477
+20% +$457K 0.01% 533
2024
Q1 		$2.25M Buy
+66,376
New +$2.15M 0.01% 559

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Morgan Stanley
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UBS Group
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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