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

Ladenburg Thalmann 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
2019
Q4 		$96K Buy
5,369
+173
+3% +$2.91K ﹤0.01% 3033
2019
Q3 		$83K Buy
5,196
+2,503
+93% +$40.8K ﹤0.01% 3068
2019
Q2 		$44K Buy
2,693
+249
+10% +$4.01K ﹤0.01% 3535
2019
Q1 		$38K Sell
2,444
-4,606
-65% -$68.1K ﹤0.01% 3585
2018
Q4 		$91K Sell
7,050
-2,300
-25% -$32.1K ﹤0.01% 2810
2018
Q3 		$148K Buy
+9,350
New +$145K ﹤0.01% 2532

Other funds holding AIQ

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AIQ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3.3% in Q4 2019, buying an estimated $2.91K and bringing the position to 5,369 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Ladenburg Thalmann Financial Services first reported a position in AIQ in Q3 2018 and has held it in 6 quarters since. The position peaked at $148K in Q3 2018. 16 funds tracked by Wall St. Rank hold AIQ as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,369 shares of Global X Artificial Intelligence & Technology ETF worth $96K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 173 Global X Artificial Intelligence & Technology ETF shares in Q4 2019, an estimated $2.91K.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3033 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2018 and has held it in 6 quarters since.
  • Ladenburg Thalmann Financial Services's Global X Artificial Intelligence & Technology ETF position peaked at $148K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.