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Oliver Lagore Vanvalin Investment Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$6.2K Buy
+170
New +$6.6K ﹤0.01% 475
2024
Q4 		$6.58K Hold
170
– – ﹤0.01% 489
2024
Q3 		$6.33K Sell
170
-30
-15% -$1.05K ﹤0.01% 477
2024
Q2 		$7.13K Hold
200
– – ﹤0.01% 455
2024
Q1 		$6.8K Hold
200
– – ﹤0.01% 463
2023
Q4 		$6.24K Buy
+200
New +$5.72K ﹤0.01% 492

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AIQ Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2025: 170 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AIQ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AIQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.13K in Q2 2024. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 170 shares of Global X Artificial Intelligence & Technology ETF worth $6.2K as of Q2 2025.
  • Global X Artificial Intelligence & Technology ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #475 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 6 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Global X Artificial Intelligence & Technology ETF position peaked at $7.13K in Q2 2024.
  • 413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.