Milestone Investment Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$775K	Buy	16,600 +2,375	+17%	+$119K	0.19%	55
2025 Q4	$724K	Sell	14,225 -2	-0%	-$102	0.18%	54
2025 Q3	$703K	Sell	14,227 -372	-3%	-$16.9K	0.17%	53
2025 Q2	$638K	Sell	14,599 -7,169	-33%	-$278K	0.17%	56
2025 Q1	$792K	Sell	21,768 -914	-4%	-$36K	0.22%	53
2024 Q4	$876K	Buy	22,682 +653	+3%	+$25.1K	0.24%	49
2024 Q3	$819K	Buy	22,029 +922	+4%	+$32.4K	0.23%	49
2024 Q2	$752K	Buy	21,107 +5,487	+35%	+$186K	0.2%	51
2024 Q1	$530K	Buy	15,620 +6,691	+75%	+$217K	0.14%	53
2023 Q4	$278K	Hold	8,929	–	–	0.08%	64
2023 Q3	$240K	Buy	8,929 +8,341	+1,419%	+$234K	0.07%	93
2023 Q2	$16.4K	Buy	+588	New	+$14.9K	0.01%	100