Blue Bell Private Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Blue Bell Private Wealth Management’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
2023 Q1	–	Sell	-315	Closed	-$6.33K	–	662
2022 Q4	$6.33K	Hold	315	–	–	﹤0.01%	430
2022 Q3	$6K	Hold	315	–	–	﹤0.01%	431
2022 Q2	$7K	Hold	315	–	–	﹤0.01%	434
2022 Q1	$9K	Hold	315	–	–	﹤0.01%	422
2021 Q4	$10K	Hold	315	–	–	﹤0.01%	397
2021 Q3	$10K	Hold	315	–	–	﹤0.01%	146
2021 Q2	$10K	Hold	315	–	–	﹤0.01%	150
2021 Q1	$9K	Hold	315	–	–	﹤0.01%	145
2020 Q4	$10K	Hold	315	–	–	﹤0.01%	127
2020 Q3	$7K	Hold	315	–	–	﹤0.01%	146
2020 Q2	$10K	Hold	315	–	–	﹤0.01%	145
2020 Q1	$5K	Buy	315 +115	+58%	+$2.04K	﹤0.01%	169
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	176
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	183
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	188
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	184
2018 Q4	$3K	Sell	200 -300	-60%	-$4.19K	﹤0.01%	193
2018 Q3	$8K	Buy	+500	New	+$7.77K	﹤0.01%	173

Other funds holding AIQ

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Blue Bell Private Wealth Management's AIQ Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2023, closing a stake of 315 shares — an estimated $6.33K sold.

Blue Bell Private Wealth Management first reported a position in AIQ in Q3 2018 and held it in 18 quarters. The position peaked at $10K in Q4 2021. 36 funds tracked by Wall St. Rank hold AIQ as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 315 Global X Artificial Intelligence & Technology ETF shares in Q1 2023, an estimated $6.33K.
Blue Bell Private Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2018 and held it in 18 quarters.
Blue Bell Private Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $10K in Q4 2021.
36 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.