Kovitz Investment Group Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$329K	Hold	7,519	–	–	﹤0.01%	1104
2025 Q1	$274K	Sell	7,519 -288	-4%	-$10.5K	﹤0.01%	1076
2024 Q4	$302K	Buy	+7,807	New	+$302K	﹤0.01%	1037