HighMark Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

HighMark Wealth 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 Q3	–	Sell	-50	Closed	-$2.19K	–	609
2025 Q2	$2.19K	Hold	50	–	–	﹤0.01%	480
2025 Q1	$1.82K	Hold	50	–	–	﹤0.01%	458
2024 Q4	$1.93K	Hold	50	–	–	﹤0.01%	461
2024 Q3	$1.86K	Hold	50	–	–	﹤0.01%	484
2024 Q2	$1.78K	Hold	50	–	–	﹤0.01%	478
2024 Q1	$1.7K	Hold	50	–	–	﹤0.01%	482
2023 Q4	$1.56K	Hold	50	–	–	﹤0.01%	484
2023 Q3	$1.35K	Buy	+50	New	+$1.41K	﹤0.01%	487

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighMark Wealth Management's AIQ Position: Q3 2025 in Review

HighMark Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2025, closing a stake of 50 shares — an estimated $2.19K sold.

HighMark Wealth Management first reported a position in AIQ in Q3 2023 and held it in 8 quarters. The position peaked at $2.19K in Q2 2025. 485 funds tracked by Wall St. Rank hold AIQ as of Q3 2025.

HighMark Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q3 2025 after selling out during the quarter.
HighMark Wealth Management sold 50 Global X Artificial Intelligence & Technology ETF shares in Q3 2025, an estimated $2.19K.
HighMark Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and held it in 8 quarters.
HighMark Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $2.19K in Q2 2025.
485 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.