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Congress Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Congress Wealth Management’s Portfolio AIQ Stock Details AIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$386K – 1069
2024
Q4 		$386K Buy
+10,000
New +$386K 0.01% 704