Raymond James & Associates’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Raymond James & Associates’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
2024 Q3	$11.7M	Buy	314,754 +107,990	+52%	+$3.79M	0.01%	1132
2024 Q2	$7.37M	Buy	206,764 +56,824	+38%	+$1.93M	﹤0.01%	1345
2024 Q1	$5.09M	Buy	149,940 +105,682	+239%	+$3.43M	﹤0.01%	1565
2023 Q4	$1.38M	Buy	44,258 +7,354	+20%	+$210K	﹤0.01%	2323
2023 Q3	$993K	Buy	36,904 +25,113	+213%	+$706K	﹤0.01%	2464
2023 Q2	$330K	Buy	+11,791	New	+$298K	﹤0.01%	3193

Other funds holding AIQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Raymond James & Associates's AIQ Position: Q3 2024 in Review

Raymond James & Associates increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 52% in Q3 2024, buying an estimated $3.79M and bringing the position to 314,754 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #1132.

Raymond James & Associates first reported a position in AIQ in Q2 2023 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold AIQ as of Q3 2024.

Raymond James & Associates held 314,754 shares of Global X Artificial Intelligence & Technology ETF worth $11.7M as of Q3 2024.
Raymond James & Associates bought 107,990 Global X Artificial Intelligence & Technology ETF shares in Q3 2024, an estimated $3.79M.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1132 holding.
Raymond James & Associates first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.