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Bogart Wealth LLC’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bogart Wealth LLC’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 		$16.6K Buy
356
+100
+39% +$5.02K ﹤0.01% 766
2025
Q4 		$13K Hold
256
– – ﹤0.01% 801
2025
Q3 		$12.7K Hold
256
– – ﹤0.01% 779
2025
Q2 		$11.2K Sell
256
-29
-10% -$1.13K ﹤0.01% 775
2025
Q1 		$10.4K Buy
285
+181
+174% +$7.13K ﹤0.01% 748
2024
Q4 		$4.02K Hold
104
– – ﹤0.01% 936
2024
Q3 		$3.87K Hold
104
– – ﹤0.01% 878
2024
Q2 		$3.71K Buy
104
+29
+39% +$983 ﹤0.01% 844
2024
Q1 		$2.55K Buy
+75
New +$2.43K ﹤0.01% 876

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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