SPIA
AIXI

Steward Partners Investment Advisory’s Xiao-I AIXI Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-88
Closed -$7.51K – 4121
2025
Q1 		$7.51K Sell
88
-2,027
-96% -$192K ﹤0.01% 3223
2024
Q4 		$244K Buy
2,115
+1,860
+729% +$210K ﹤0.01% 1502
2024
Q3 		$28.1K Buy
+255
New +$24.7K ﹤0.01% 2501

Other funds holding AIXI

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Steward Partners Investment Advisory's AIXI Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Xiao-I (AIXI) in Q2 2025, closing a stake of 88 shares — an estimated $7.51K sold.

Steward Partners Investment Advisory first reported a position in AIXI in Q3 2024 and held it in 3 quarters. The position peaked at $244K in Q4 2024. 5 funds tracked by Wall St. Rank hold AIXI as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Xiao-I position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 88 Xiao-I shares in Q2 2025, an estimated $7.51K.
  • Steward Partners Investment Advisory first reported a position in Xiao-I in Q3 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Xiao-I position peaked at $244K in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Xiao-I as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.