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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$386K – 1069
2024
Q4 		$386K Buy
+10,000
New +$385K 0.01% 704

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Congress Wealth Management's AIQ Position: Q1 2025 in Review

Congress Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2025, closing a stake of 10,000 shares — an estimated $386K sold.

Congress Wealth Management first reported a position in AIQ in Q4 2024 and held it in 1 quarter. The position peaked at $386K in Q4 2024. 358 funds tracked by Wall St. Rank hold AIQ as of Q1 2025.

  • Congress Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 10,000 Global X Artificial Intelligence & Technology ETF shares in Q1 2025, an estimated $386K.
  • Congress Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and held it in 1 quarter.
  • Congress Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $386K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.