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 $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return