Kelly Financial Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-2,322	Closed	-$82.7K	–	133
2024 Q2	$82.7K	Buy	2,322 +146	+7%	+$4.95K	0.03%	175
2024 Q1	$73.9K	Buy	2,176 +178	+9%	+$5.78K	0.03%	177
2023 Q4	$62.3K	Buy	1,998 +1,680	+528%	+$48K	0.03%	179
2023 Q3	$8.55K	Buy	318 +89	+39%	+$2.5K	﹤0.01%	398
2023 Q2	$6.39K	Buy	229 +144	+169%	+$3.65K	﹤0.01%	415
2023 Q1	$2.09K	Hold	85	–	–	﹤0.01%	525
2022 Q4	$1.71K	Hold	85	–	–	﹤0.01%	520
2022 Q3	$1.63K	Buy	+85	New	+$1.84K	﹤0.01%	528

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Kelly Financial Services's AIQ Position: Q3 2024 in Review

Kelly Financial Services sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2024, closing a stake of 2,322 shares — an estimated $82.7K sold.

Kelly Financial Services first reported a position in AIQ in Q3 2022 and held it in 8 quarters. The position peaked at $82.7K in Q2 2024. 287 funds tracked by Wall St. Rank hold AIQ as of Q3 2024.

Kelly Financial Services reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 2,322 Global X Artificial Intelligence & Technology ETF shares in Q3 2024, an estimated $82.7K.
Kelly Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2022 and held it in 8 quarters.
Kelly Financial Services's Global X Artificial Intelligence & Technology ETF position peaked at $82.7K in Q2 2024.
287 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.