SP
AIXI

SmartHarvest Portfolios’s Xiao-I AIXI Stock Holding History

SmartHarvest Portfolios’s Portfolio AIXI Stock Details AIXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,111
Closed -$14.3K – 464
2026
Q1 		$14.3K Buy
6,111
+1,793
+42% +$8.85K 0.01% 385
2025
Q4 		$35.4K Buy
+4,318
New +$74.6K 0.01% 346

Other funds holding AIXI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

SmartHarvest Portfolios's AIXI Position: Q2 2026 in Review

SmartHarvest Portfolios sold out of Xiao-I (AIXI) in Q2 2026, closing a stake of 6,111 shares — an estimated $14.3K sold.

SmartHarvest Portfolios first reported a position in AIXI in Q4 2025 and held it in 2 quarters. The position peaked at $35.4K in Q4 2025. 5 funds tracked by Wall St. Rank hold AIXI as of Q2 2026.

  • SmartHarvest Portfolios reported no remaining Xiao-I position as of Q2 2026 after selling out during the quarter.
  • SmartHarvest Portfolios sold 6,111 Xiao-I shares in Q2 2026, an estimated $14.3K.
  • SmartHarvest Portfolios first reported a position in Xiao-I in Q4 2025 and held it in 2 quarters.
  • SmartHarvest Portfolios's Xiao-I position peaked at $35.4K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Xiao-I as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.