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

Sage Mountain 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
Q2 		– Sell
-488
Closed -$17.8K – 496
2025
Q1 		$17.8K Buy
+488
New +$19.2K ﹤0.01% 459

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

Sage Mountain Advisors's AIQ Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2025, closing a stake of 488 shares — an estimated $17.8K sold.

Sage Mountain Advisors first reported a position in AIQ in Q1 2025 and held it in 1 quarter. The position peaked at $17.8K in Q1 2025. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 488 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $17.8K.
  • Sage Mountain Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $17.8K in Q1 2025.
  • 413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.