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HM Payson & Co’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

HM Payson & Co’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
-1,800
Closed -$88.9K – 1147
2025
Q3 		$88.9K Hold
1,800
– – ﹤0.01% 584
2025
Q2 		$78.6K Hold
1,800
– – ﹤0.01% 577
2025
Q1 		$65.5K Hold
1,800
– – ﹤0.01% 599
2024
Q4 		$69.6K Hold
1,800
– – ﹤0.01% 588
2024
Q3 		$66.9K Hold
1,800
– – ﹤0.01% 584
2024
Q2 		$64.1K Hold
1,800
– – ﹤0.01% 560
2024
Q1 		$61.1K Hold
1,800
– – ﹤0.01% 562
2023
Q4 		$56.1K Hold
1,800
– – ﹤0.01% 573
2023
Q3 		$48.4K Buy
+1,800
New +$50.6K ﹤0.01% 581

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HP
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Cetera Investment Advisers
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return