DAS
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Dynamic Advisor Solutions’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Dynamic Advisor Solutions’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
2026
Q2 		$2.93M Buy
44,694
+2,895
+7% +$173K 0.08% 248
2026
Q1 		$1.95M Buy
41,799
+1,247
+3% +$62.6K 0.06% 321
2025
Q4 		$2.06M Sell
40,552
-1,231
-3% -$62.5K 0.07% 290
2025
Q3 		$2.06M Buy
41,783
+2,517
+6% +$115K 0.06% 311
2025
Q2 		$1.72M Buy
39,266
+1,993
+5% +$77.4K 0.05% 330
2025
Q1 		$1.36M Sell
37,273
-1,507
-4% -$59.4K 0.04% 355
2024
Q4 		$1.5M Buy
38,780
+295
+0.8% +$11.3K 0.06% 256
2024
Q3 		$1.43M Buy
38,485
+296
+0.8% +$10.4K 0.04% 371
2024
Q2 		$1.36M Buy
38,189
+3,827
+11% +$130K 0.04% 380
2024
Q1 		$1.17M Buy
+34,362
New +$1.11M 0.04% 411
2021
Q4 		– Sell
-11,653
Closed -$353K – 718
2021
Q3 		$353K Buy
11,653
+1,191
+11% +$36.8K 0.03% 532
2021
Q2 		$319K Buy
10,462
+1,425
+16% +$41.7K 0.03% 529
2021
Q1 		$257K Buy
9,037
+847
+10% +$24.2K 0.02% 537
2020
Q4 		$223K Buy
+8,190
New +$208K 0.02% 567

Other funds holding AIQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return