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Worth Asset Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Worth Asset 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
Q1 		– Sell
-6,505
Closed -$203K – 118
2023
Q4 		$203K Buy
+6,505
New +$186K 0.15% 99

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Worth Asset Management's AIQ Position: Q1 2024 in Review

Worth Asset Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2024, closing a stake of 6,505 shares — an estimated $203K sold.

Worth Asset Management first reported a position in AIQ in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 221 funds tracked by Wall St. Rank hold AIQ as of Q1 2024.

  • Worth Asset Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Worth Asset Management sold 6,505 Global X Artificial Intelligence & Technology ETF shares in Q1 2024, an estimated $203K.
  • Worth Asset Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and held it in 1 quarter.
  • Worth Asset Management's Global X Artificial Intelligence & Technology ETF position peaked at $203K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2024.

Based on Worth Asset Management's 13F filing for Q1 2024, filed 12 Apr 2024.