Valley Wealth Managers’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35M	Buy	748,911 +97,869	+15%	+$4.91M	2.25%	5
2025 Q4	$33.1M	Buy	651,042 +7,486	+1%	+$380K	2.12%	8
2025 Q3	$31.8M	Buy	643,556 +16,346	+3%	+$744K	2.1%	7
2025 Q2	$27.4M	Buy	627,210 +42,272	+7%	+$1.64M	1.97%	8
2025 Q1	$21.3M	Buy	584,938 +9,816	+2%	+$387K	1.61%	23
2024 Q4	$22.2M	Buy	575,122 +22,132	+4%	+$851K	1.66%	15
2024 Q3	$20.6M	Buy	552,990 +4,015	+0.7%	+$141K	1.52%	22
2024 Q2	$19.6M	Buy	548,975 +317,031	+137%	+$10.7M	1.56%	21
2024 Q1	$7.88M	Buy	231,944 +157,239	+210%	+$5.1M	0.59%	49
2023 Q4	$2.33M	Sell	74,705 -3,560	-5%	-$102K	0.18%	105
2023 Q3	$2.11M	Buy	+78,265	New	+$2.2M	0.18%	109