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Atlas Private Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Atlas Private Wealth 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
2025
Q3 		– Sell
-7,113
Closed -$311K – 137
2025
Q2 		$311K Hold
7,113
– – 0.04% 155
2025
Q1 		$259K Buy
7,113
+4
+0.1% +$158 0.04% 158
2024
Q4 		$275K Buy
+7,109
New +$273K 0.04% 139
2021
Q4 		– Sell
-1,101
Closed -$33K – 163
2021
Q3 		$33K Buy
1,101
+1
+0.1% +$31 0.02% 279
2021
Q2 		$34K Hold
1,100
– – 0.02% 277
2021
Q1 		$31K Buy
+1,100
New +$31.5K 0.02% 293

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LPL Financial
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UBS Group
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Bank of Montreal
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HP
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JP Morgan Chase
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return