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Whalen Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Whalen Wealth Management’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
2024
Q4 		– Sell
-5,616
Closed -$209K – 140
2024
Q3 		$209K Buy
+5,616
New +$197K 0.15% 112

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

Whalen Wealth Management's AIQ Position: Q4 2024 in Review

Whalen Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2024, closing a stake of 5,616 shares — an estimated $209K sold.

Whalen Wealth Management first reported a position in AIQ in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 343 funds tracked by Wall St. Rank hold AIQ as of Q4 2024.

  • Whalen Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 5,616 Global X Artificial Intelligence & Technology ETF shares in Q4 2024, an estimated $209K.
  • Whalen Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $209K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.