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

Caldwell Trust’s Portfolio AIQ Stock Details AIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$524	Hold	12
2025 Q1	$437	Hold	12
2024 Q4	$464	Hold	12
2024 Q3	$446	Buy	+12