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FLC Capital Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

FLC Capital Advisors’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
-9,204
Closed -$356K – 185
2024
Q4 		$356K Buy
9,204
+3,473
+61% +$134K 0.08% 127
2024
Q3 		$213K Hold
5,731
– – 0.05% 166
2024
Q2 		$204K Buy
+5,731
New +$194K 0.05% 164

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FLC Capital Advisors's AIQ Position: Q1 2025 in Review

FLC Capital Advisors sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2025, closing a stake of 9,204 shares — an estimated $356K sold.

FLC Capital Advisors first reported a position in AIQ in Q2 2024 and held it in 3 quarters. The position peaked at $356K in Q4 2024. 358 funds tracked by Wall St. Rank hold AIQ as of Q1 2025.

  • FLC Capital Advisors reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2025 after selling out during the quarter.
  • FLC Capital Advisors sold 9,204 Global X Artificial Intelligence & Technology ETF shares in Q1 2025, an estimated $356K.
  • FLC Capital Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and held it in 3 quarters.
  • FLC Capital Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $356K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2025.

Based on FLC Capital Advisors's 13F filing for Q1 2025, filed 5 May 2025.