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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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return