AIQ β€” GLOBAL X FDS

Ownership history in 5T Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

5T Wealth, LLC reported GLOBAL X FDS (AIQ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.75% in 2025 Q3. The latest visible filing shows AIQ at 1.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AIQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 5T Wealth, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AIQ was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 5T Wealth, LLC held AIQ β€” position size vs. price
% of Fund (quarterly)    AIQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 84,037 +166 +0.2% 1.55% $3.9M 2026-04-13 $50.58
2025 Q4 ADDED 83,871 +2,664 +3.3% 1.70% $4.3M 2026-01-27 $53.11
2025 Q3 ADDED 81,207 +18,228 +28.9% 1.75% $4.0M 2025-10-17 $50.46
2025 Q2 REDUCED 62,979 -1,171 -1.8% 1.31% $2.8M 2025-08-05 $44.13
2025 Q1 ADDED 64,150 +273 +0.4% 1.25% $2.3M 2025-04-22 $34.04
2024 Q4 INITIATED 63,877 β€” β€” 1.35% $2.5M 2025-01-31 $40.37

FAQ About 5T Wealth, LLC and AIQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has 5T Wealth, LLC reported owning AIQ?

5T Wealth, LLC reported AIQ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AIQ position in 5T Wealth, LLC's portfolio?

The largest reported portfolio weight for AIQ was 1.75% in 2025 Q3.

What is the latest reported AIQ position on this page?

The most recent filing on this page is 2026 Q1, when 5T Wealth, LLC reported 84,037 shares, equal to 1.55% of portfolio, with an estimated market value of $3.9M.

What does the chart on this AIQ ownership page compare?

The chart compares 5T Wealth, LLC's quarterly AIQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to 5T Wealth, LLC Holdings