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Callan Family Office’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Callan Family Office’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
2024
Q4 		– Sell
-7,880
Closed -$293K – 628
2024
Q3 		$293K Hold
7,880
– – 0.05% 138
2024
Q2 		$281K Buy
+7,880
New +$267K 0.05% 125

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

Callan Family Office's AIQ Position: Q4 2024 in Review

Callan Family Office sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2024, closing a stake of 7,880 shares — an estimated $293K sold.

Callan Family Office first reported a position in AIQ in Q2 2024 and held it in 2 quarters. The position peaked at $293K in Q3 2024. 343 funds tracked by Wall St. Rank hold AIQ as of Q4 2024.

  • Callan Family Office reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Callan Family Office sold 7,880 Global X Artificial Intelligence & Technology ETF shares in Q4 2024, an estimated $293K.
  • Callan Family Office first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and held it in 2 quarters.
  • Callan Family Office's Global X Artificial Intelligence & Technology ETF position peaked at $293K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2024.

Based on Callan Family Office's 13F filing for Q4 2024, filed 7 Feb 2025.