Summit Wealth Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,432	Closed	-$239K	–	200
2024 Q3	$239K	Buy	+6,432	New	+$239K	0.05%	213