Unique Wealth Strategies’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Unique Wealth Strategies’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	-20,248	Closed	-$737K	–	202
2025 Q1	$737K	Buy	20,248 +3,837	+23%	+$151K	0.33%	67
2024 Q4	$634K	Sell	16,411 -11,249	-41%	-$433K	0.28%	82
2024 Q3	$1.03M	Sell	27,660 -512	-2%	-$18K	0.43%	58
2024 Q2	$957K	Hold	28,172	–	–	0.45%	60
2024 Q1	$957K	Sell	28,172 -2,477	-8%	-$80.4K	0.47%	60
2023 Q4	$956K	Buy	+30,649	New	+$876K	0.64%	43

Other funds holding AIQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Unique Wealth Strategies's AIQ Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2025, closing a stake of 20,248 shares — an estimated $737K sold.

Unique Wealth Strategies first reported a position in AIQ in Q4 2023 and held it in 6 quarters. The position peaked at $1.03M in Q3 2024. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

Unique Wealth Strategies reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q2 2025 after selling out during the quarter.
Unique Wealth Strategies sold 20,248 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $737K.
Unique Wealth Strategies first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and held it in 6 quarters.
Unique Wealth Strategies's Global X Artificial Intelligence & Technology ETF position peaked at $1.03M in Q3 2024.
413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.