Goodwin Investment Advisory’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-150	Closed	-$3.02K	–	85
2022 Q4	$3.02K	Hold	150	–	–	﹤0.01%	185
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	183
2022 Q2	$3.12K	Hold	150	–	–	﹤0.01%	137
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	171
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	144
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	123
2021 Q2	$5K	Hold	150	–	–	0.01%	112
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	123
2020 Q4	$4K	Buy	+150	New	+$3.8K	﹤0.01%	78

Other funds holding AIQ

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Goodwin Investment Advisory's AIQ Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2023, closing a stake of 150 shares — an estimated $3.02K sold.

Goodwin Investment Advisory first reported a position in AIQ in Q4 2020 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 36 funds tracked by Wall St. Rank hold AIQ as of Q1 2023.

Goodwin Investment Advisory reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 150 Global X Artificial Intelligence & Technology ETF shares in Q1 2023, an estimated $3.02K.
Goodwin Investment Advisory first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's Global X Artificial Intelligence & Technology ETF position peaked at $5K in Q4 2021.
36 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.