Global Financial Private Client’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-48	Closed	-$1.75K	–	264
2025 Q1	$1.75K	Hold	48	–	–	﹤0.01%	903
2024 Q4	$1.86K	Sell	48 -18	-27%	-$692	﹤0.01%	731
2024 Q3	$2.46K	Hold	66	–	–	﹤0.01%	702
2024 Q2	$2.35K	Hold	66	–	–	﹤0.01%	563
2024 Q1	$2.26K	Hold	66	–	–	﹤0.01%	581
2023 Q4	$2.06K	Buy	66 +48	+267%	+$1.37K	﹤0.01%	580
2023 Q3	$487	Buy	+18	New	+$506	﹤0.01%	649

Other funds holding AIQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Financial Private Client's AIQ Position: Q2 2025 in Review

Global Financial Private Client sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2025, closing a stake of 48 shares — an estimated $1.75K sold.

Global Financial Private Client first reported a position in AIQ in Q3 2023 and held it in 7 quarters. The position peaked at $2.46K in Q3 2024. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

Global Financial Private Client reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 48 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $1.75K.
Global Financial Private Client first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and held it in 7 quarters.
Global Financial Private Client's Global X Artificial Intelligence & Technology ETF position peaked at $2.46K in Q3 2024.
413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.