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Grassi Investment Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Grassi Investment Management’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 		$1.03M Buy
23,683
+725
+3% +$28.1K 0.08% 77
2025
Q1 		$835K Buy
22,958
+1,900
+9% +$74.8K 0.08% 78
2024
Q4 		$814K Sell
21,058
-775
-4% -$29.8K 0.07% 79
2024
Q3 		$812K Buy
21,833
+33
+0.2% +$1.16K 0.07% 84
2024
Q2 		$777K Buy
+21,800
New +$739K 0.07% 84

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grassi Investment Management's AIQ Position: Q2 2025 in Review

Grassi Investment Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3.2% in Q2 2025, buying an estimated $28.1K and bringing the position to 23,683 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #77.

Grassi Investment Management first reported a position in AIQ in Q2 2024 and has held it in 5 quarters since. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

  • Grassi Investment Management held 23,683 shares of Global X Artificial Intelligence & Technology ETF worth $1.03M as of Q2 2025.
  • Grassi Investment Management bought 725 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $28.1K.
  • Global X Artificial Intelligence & Technology ETF made up 0.08% of Grassi Investment Management's portfolio in Q2 2025, its #77 holding.
  • Grassi Investment Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and has held it in 5 quarters since.
  • 413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.