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

EPG 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
2023
Q3 		– Sell
-150
Closed -$4.19K – 424
2023
Q2 		$4.19K Buy
+150
New +$3.8K ﹤0.01% 385

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EPG Wealth Management's AIQ Position: Q3 2023 in Review

EPG Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2023, closing a stake of 150 shares — an estimated $4.19K sold.

EPG Wealth Management first reported a position in AIQ in Q2 2023 and held it in 1 quarter. The position peaked at $4.19K in Q2 2023. 121 funds tracked by Wall St. Rank hold AIQ as of Q3 2023.

  • EPG Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q3 2023 after selling out during the quarter.
  • EPG Wealth Management sold 150 Global X Artificial Intelligence & Technology ETF shares in Q3 2023, an estimated $4.19K.
  • EPG Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and held it in 1 quarter.
  • EPG Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $4.19K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.