Institutional & Family Asset Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Institutional & Family Asset 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
2024 Q2	$119K	Buy	3,349 +256	+8%	+$8.68K	0.02%	177
2024 Q1	$105K	Buy	+3,093	New	+$100K	0.02%	179
2022 Q1	–	Sell	-150	Closed	-$5K	–	760
2021 Q4	$5K	Buy	+150	New	+$4.76K	﹤0.01%	550

Other funds holding AIQ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

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

Institutional & Family Asset Management's AIQ Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 8.3% in Q2 2024, buying an estimated $8.68K and bringing the position to 3,349 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #177.

Institutional & Family Asset Management first reported a position in AIQ in Q4 2021 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold AIQ as of Q2 2024.

Institutional & Family Asset Management held 3,349 shares of Global X Artificial Intelligence & Technology ETF worth $119K as of Q2 2024.
Institutional & Family Asset Management bought 256 Global X Artificial Intelligence & Technology ETF shares in Q2 2024, an estimated $8.68K.
Global X Artificial Intelligence & Technology ETF made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #177 holding.
Institutional & Family Asset Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2021 and has held it in 3 quarters since.
264 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.