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

Crowley 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
Q4 		– Sell
-6,905
Closed -$341K – 14
2025
Q3 		$341K Buy
6,905
+2,220
+47% +$101K 0.27% 57
2025
Q2 		$205K Buy
4,685
+1,435
+44% +$55.7K 0.19% 72
2025
Q1 		$118K Buy
+3,250
New +$128K 0.11% 89

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crowley Wealth Management's AIQ Position: Q4 2025 in Review

Crowley Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2025, closing a stake of 6,905 shares — an estimated $341K sold.

Crowley Wealth Management first reported a position in AIQ in Q1 2025 and held it in 3 quarters. The position peaked at $341K in Q3 2025. 556 funds tracked by Wall St. Rank hold AIQ as of Q4 2025.

  • Crowley Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 6,905 Global X Artificial Intelligence & Technology ETF shares in Q4 2025, an estimated $341K.
  • Crowley Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and held it in 3 quarters.
  • Crowley Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $341K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.