L.M. Kohn & Company’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-10,221	Closed	-$447K	–	127
2025 Q2	$447K	Buy	10,221 +425	+4%	+$16.5K	0.12%	151
2025 Q1	$356K	Buy	9,796 +2,065	+27%	+$81.3K	0.09%	177
2024 Q4	$299K	Buy	7,731 +283	+4%	+$10.9K	0.08%	192
2024 Q3	$277K	Buy	7,448 +500	+7%	+$17.6K	0.07%	212
2024 Q2	$248K	Buy	+6,948	New	+$236K	0.07%	222

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

L.M. Kohn & Company's AIQ Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2025, closing a stake of 10,221 shares — an estimated $447K sold.

L.M. Kohn & Company first reported a position in AIQ in Q2 2024 and held it in 5 quarters. The position peaked at $447K in Q2 2025. 485 funds tracked by Wall St. Rank hold AIQ as of Q3 2025.

L.M. Kohn & Company reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 10,221 Global X Artificial Intelligence & Technology ETF shares in Q3 2025, an estimated $447K.
L.M. Kohn & Company first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and held it in 5 quarters.
L.M. Kohn & Company's Global X Artificial Intelligence & Technology ETF position peaked at $447K in Q2 2025.
485 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.