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Heartwood Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-709
Closed -$35K – 219
2025
Q3 		$35K Buy
+709
New +$32.3K ﹤0.01% 322

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heartwood Wealth Advisors's AIQ Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2025, closing a stake of 709 shares — an estimated $35K sold.

Heartwood Wealth Advisors first reported a position in AIQ in Q3 2025 and held it in 1 quarter. The position peaked at $35K in Q3 2025. 557 funds tracked by Wall St. Rank hold AIQ as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 709 Global X Artificial Intelligence & Technology ETF shares in Q4 2025, an estimated $35K.
  • Heartwood Wealth Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $35K in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.