Global Retirement Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$624K	Buy	12,278 +4,837	+65%	+$246K	0.01%	845
2025 Q3	$368K	Buy	7,441 +995	+15%	+$45.3K	0.01%	884
2025 Q2	$282K	Buy	+6,446	New	+$250K	0.01%	935
2024 Q4	$64.7K	Buy	1,675 +55	+3%	+$2.12K	﹤0.01%	1497
2024 Q3	$60.2K	Sell	1,620 -7,142	-82%	-$251K	﹤0.01%	1479
2024 Q2	$312K	Sell	8,762 -38,396	-81%	-$1.3M	0.01%	729
2024 Q1	$1.6M	Buy	47,158 +46,615	+8,585%	+$1.51M	0.06%	271
2023 Q4	$16.6K	Buy	+543	New	+$15.5K	﹤0.01%	1845
2023 Q3	–	Sell	-2,500	Closed	-$69.9K	–	3250
2023 Q2	$69.9K	Sell	2,500 -100	-4%	-$2.53K	﹤0.01%	1107
2023 Q1	$61K	Buy	+2,600	New	+$59.2K	﹤0.01%	1150