Caldwell Trust’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Caldwell Trust’s Portfolio AIQ Stock Details AIQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$593	Hold
2025 Q2	$524	Hold
2025 Q1	$437	Hold
2024 Q4	$464	Hold
2024 Q3	$446	Buy