Householder Group Estate & Retirement Specialist’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-500	Closed	-$18K	–	553
2024 Q3	$18K	Hold	500	–	–	0.01%	707
2024 Q2	$17K	Hold	500	–	–	﹤0.01%	705
2024 Q1	$17K	Hold	500	–	–	0.01%	705
2023 Q4	$15K	Hold	500	–	–	﹤0.01%	685
2023 Q3	$13.5K	Buy	+500	New	+$14.1K	﹤0.01%	721

Other funds holding AIQ

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AIQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2024, closing a stake of 500 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in AIQ in Q3 2023 and held it in 5 quarters. The position peaked at $18K in Q3 2024. 343 funds tracked by Wall St. Rank hold AIQ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 500 Global X Artificial Intelligence & Technology ETF shares in Q4 2024, an estimated $18K.
Householder Group Estate & Retirement Specialist first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Global X Artificial Intelligence & Technology ETF position peaked at $18K in Q3 2024.
343 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.