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

Kovitz Investment Group Partners’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
-7,744
Closed -$382K – 492
2025
Q3 		$382K Buy
7,744
+225
+3% +$10.2K ﹤0.01% 1119
2025
Q2 		$329K Hold
7,519
– – ﹤0.01% 1107
2025
Q1 		$274K Sell
7,519
-288
-4% -$11.3K ﹤0.01% 1084
2024
Q4 		$302K Buy
+7,807
New +$300K ﹤0.01% 1044

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's AIQ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2025, closing a stake of 7,744 shares — an estimated $382K sold.

Kovitz Investment Group Partners first reported a position in AIQ in Q4 2024 and held it in 4 quarters. The position peaked at $382K in Q3 2025. 557 funds tracked by Wall St. Rank hold AIQ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,744 Global X Artificial Intelligence & Technology ETF shares in Q4 2025, an estimated $382K.
  • Kovitz Investment Group Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Global X Artificial Intelligence & Technology ETF position peaked at $382K in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.