BBJS Financial Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

BBJS Financial 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
2024 Q3	$28K	Sell	753 -88,186	-99%	-$3.1M	0.01%	90
2024 Q2	$3.17M	Sell	88,939 -9,832	-10%	-$333K	1.18%	21
2024 Q1	$3.35M	Buy	98,771 +317	+0.3%	+$10.3K	1.2%	21
2023 Q4	$3.07M	Sell	98,454 -2,756	-3%	-$78.8K	1.07%	22
2023 Q3	$2.72M	Buy	+101,210	New	+$2.85M	1.03%	24

Other funds holding AIQ

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BBJS Financial Advisors's AIQ Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 99% in Q3 2024, selling an estimated $3.1M and leaving 753 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #90.

BBJS Financial Advisors first reported a position in AIQ in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.35M in Q1 2024. 287 funds tracked by Wall St. Rank hold AIQ as of Q3 2024.

BBJS Financial Advisors held 753 shares of Global X Artificial Intelligence & Technology ETF worth $28K as of Q3 2024.
BBJS Financial Advisors sold 88,186 Global X Artificial Intelligence & Technology ETF shares in Q3 2024, an estimated $3.1M.
Global X Artificial Intelligence & Technology ETF made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #90 holding.
BBJS Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 5 quarters since.
BBJS Financial Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $3.35M in Q1 2024.
287 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.