MHS
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M Holdings Securities’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

M Holdings Securities’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 		$1.94M Buy
33,931
+942
+3% +$47.3K 0.13% 134
2025
Q4 		$1.68M Buy
+32,989
New +$1.68M 0.12% 141
2025
Q3 		– Sell
-25,468
Closed -$1.11M – 90
2025
Q2 		$1.11M Buy
25,468
+8,605
+51% +$334K 0.19% 82
2025
Q1 		$613K Buy
16,863
+2,686
+19% +$106K 0.1% 120
2024
Q4 		$548K Sell
14,177
-841
-6% -$32.3K 0.09% 115
2024
Q3 		$558K Buy
15,018
+5,892
+65% +$207K 0.14% 75
2024
Q2 		$325K Buy
+9,126
New +$309K 0.04% 225

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HP
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