EFS
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Essex Financial Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
8,231
+1,266
+18% +$55.3K 0.02% 494
2025
Q1
$253K Buy
6,965
+12
+0.2% +$437 0.02% 540
2024
Q4
$269K Hold
6,953
0.02% 516
2024
Q3
$261K Buy
+6,953
New +$261K 0.02% 527