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

Rise 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
2025 Q4	–	Sell	-402	Closed	-$19.8K	–	138
2025 Q3	$19.8K	Buy	402 +1	+0.2%	+$46	0.01%	579
2025 Q2	$17.5K	Hold	401	–	–	0.01%	613
2025 Q1	$14.6K	Hold	401	–	–	0.01%	711
2024 Q4	$15.5K	Hold	401	–	–	0.01%	809
2024 Q3	$14.9K	Hold	401	–	–	0.01%	868
2024 Q2	$14.3K	Hold	401	–	–	0.01%	856
2024 Q1	$13.6K	Buy	401 +1	+0.3%	+$32	0.01%	920
2023 Q4	$12.5K	Hold	400	–	–	0.01%	299
2023 Q3	$10.8K	Hold	400	–	–	0.01%	307
2023 Q2	$11.2K	Buy	+400	New	+$10.1K	0.01%	325

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rise Advisors's AIQ Position: Q4 2025 in Review

Rise Advisors sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2025, closing a stake of 402 shares — an estimated $19.8K sold.

Rise Advisors first reported a position in AIQ in Q2 2023 and held it in 10 quarters. The position peaked at $19.8K in Q3 2025. 557 funds tracked by Wall St. Rank hold AIQ as of Q4 2025.

Rise Advisors reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 402 Global X Artificial Intelligence & Technology ETF shares in Q4 2025, an estimated $19.8K.
Rise Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and held it in 10 quarters.
Rise Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $19.8K in Q3 2025.
557 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.