Napa Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Napa Wealth Management’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
2025 Q3	$1.55M	Buy	31,332 +2,474	+9%	+$113K	0.73%	37
2025 Q2	$1.26M	Sell	28,858 -3,850	-12%	-$149K	0.6%	49
2025 Q1	$1.19M	Sell	32,708 -1,410	-4%	-$55.5K	0.67%	43
2024 Q4	$1.32M	Sell	34,118 -640	-2%	-$24.6K	0.57%	41
2024 Q3	$1.29M	Sell	34,758 -149	-0.4%	-$5.23K	0.61%	37
2024 Q2	$1.24M	Sell	34,907 -740	-2%	-$25.1K	0.84%	26
2024 Q1	$1.21M	Sell	35,647 -497	-1%	-$16.1K	0.64%	14
2023 Q4	$1.13M	Buy	+36,144	New	+$1.03M	0.61%	39

Other funds holding AIQ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Napa Wealth Management's AIQ Position: Q3 2025 in Review

Napa Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 8.6% in Q3 2025, buying an estimated $113K and bringing the position to 31,332 shares worth $1.55M. The position accounts for 0.73% of the portfolio, ranked #37.

Napa Wealth Management first reported a position in AIQ in Q4 2023 and has held it in 8 quarters since. 485 funds tracked by Wall St. Rank hold AIQ as of Q3 2025.

Napa Wealth Management held 31,332 shares of Global X Artificial Intelligence & Technology ETF worth $1.55M as of Q3 2025.
Napa Wealth Management bought 2,474 Global X Artificial Intelligence & Technology ETF shares in Q3 2025, an estimated $113K.
Global X Artificial Intelligence & Technology ETF made up 0.73% of Napa Wealth Management's portfolio in Q3 2025, its #37 holding.
Napa Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 8 quarters since.
485 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.