BFG
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Bleakley Financial Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bleakley Financial Group’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 		$6.33M Sell
135,732
-9,923
-7% -$498K 0.1% 177
2025
Q4 		$7.41M Sell
145,655
-4,646
-3% -$236K 0.13% 135
2025
Q3 		$7.42M Sell
150,301
-12,855
-8% -$585K 0.17% 107
2025
Q2 		$7.13M Buy
163,156
+102,384
+168% +$3.97M 0.18% 104
2025
Q1 		$2.21M Buy
60,772
+44,157
+266% +$1.74M 0.07% 225
2024
Q4 		$642K Buy
16,615
+3,138
+23% +$121K 0.02% 542
2024
Q3 		$501K Buy
13,477
+5,544
+70% +$195K 0.02% 601
2024
Q2 		$283K Buy
+7,933
New +$269K 0.01% 773

Other funds holding AIQ

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