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Vantage Financial Partners (Wisconsin)’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q1 		– Sell
-2,971
Closed -$115K – 195
2024
Q4 		$115K Buy
+2,971
New +$114K 0.03% 177

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JP Morgan Chase
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Wealth Enhancement Advisory Services
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Northwestern Mutual Wealth Management
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Vantage Financial Partners (Wisconsin)'s AIQ Position: Q1 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2025, closing a stake of 2,971 shares — an estimated $115K sold.

Vantage Financial Partners (Wisconsin) first reported a position in AIQ in Q4 2024 and held it in 1 quarter. The position peaked at $115K in Q4 2024. 358 funds tracked by Wall St. Rank hold AIQ as of Q1 2025.

  • Vantage Financial Partners (Wisconsin) reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 2,971 Global X Artificial Intelligence & Technology ETF shares in Q1 2025, an estimated $115K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Global X Artificial Intelligence & Technology ETF position peaked at $115K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2025, filed 7 May 2025.