Raymond James Financial Services Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Raymond James Financial Services Advisors’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	$5.06M	Buy	136,058 +33,853	+33%	+$1.19M	0.01%	1216
2024 Q2	$3.64M	Buy	102,205 +37,618	+58%	+$1.28M	0.01%	1332
2024 Q1	$2.19M	Buy	64,587 +25,456	+65%	+$826K	﹤0.01%	1596
2023 Q4	$1.22M	Sell	39,131 -22,179	-36%	-$634K	﹤0.01%	1874
2023 Q3	$1.65M	Buy	61,310 +18,824	+44%	+$529K	﹤0.01%	1611
2023 Q2	$1.19M	Buy	+42,486	New	+$1.08M	﹤0.01%	1811

Other funds holding AIQ

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.73B AUM 42.12% 1-Year Est. Return

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

Raymond James Financial Services Advisors's AIQ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 33% in Q3 2024, buying an estimated $1.19M and bringing the position to 136,058 shares worth $5.06M. The position accounts for 0.01% of the portfolio, ranked #1216.

Raymond James Financial Services Advisors 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 Financial Services Advisors held 136,058 shares of Global X Artificial Intelligence & Technology ETF worth $5.06M as of Q3 2024.
Raymond James Financial Services Advisors bought 33,853 Global X Artificial Intelligence & Technology ETF shares in Q3 2024, an estimated $1.19M.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1216 holding.
Raymond James Financial Services Advisors 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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.