LRI Investments’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

LRI Investments’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 Q2	$1.1M	Sell	16,738 -671	-4%	-$40K	0.09%	118
2026 Q1	$812K	Sell	17,409 -231	-1%	-$11.6K	0.07%	131
2025 Q4	$897K	Sell	17,640 -6,650	-27%	-$338K	0.07%	124
2025 Q3	$1.2M	Hold	24,290	–	–	0.1%	99
2025 Q2	$1.06M	Buy	24,290 +1,200	+5%	+$46.6K	0.09%	105
2025 Q1	$840K	Buy	23,090 +18,180	+370%	+$716K	0.08%	119
2024 Q4	$190K	Hold	4,910	–	–	0.02%	282
2024 Q3	$188K	Buy	+4,910	New	+$172K	0.02%	292

Other funds holding AIQ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return