Lowery Thomas LLC’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Lowery Thomas LLC’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
2026 Q1	$635K	Buy	13,617 +112	+0.8%	+$5.62K	0.36%	42
2025 Q4	$687K	Sell	13,505 -780	-5%	-$39.6K	0.39%	41
2025 Q3	$706K	Buy	14,285 +313	+2%	+$14.2K	0.41%	41
2025 Q2	$610K	Sell	13,972 -6,001	-30%	-$233K	0.39%	42
2025 Q1	$727K	Buy	19,973 +5	+0%	+$197	0.5%	40
2024 Q4	$772K	Buy	19,968 +5,499	+38%	+$211K	0.5%	38
2024 Q3	$538K	Buy	14,469 +516	+4%	+$18.1K	0.37%	41
2024 Q2	$497K	Hold	13,953	–	–	0.36%	38
2024 Q1	$474K	Sell	13,953 -100	-0.7%	-$3.25K	0.36%	37
2023 Q4	$438K	Buy	14,053 +1,300	+10%	+$37.2K	0.38%	40
2023 Q3	$343K	Buy	+12,753	New	+$359K	0.33%	42

Other funds holding AIQ

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return