AIQ β€” GLOBAL X FDS

Ownership history in AAFMAA Wealth Management & Trust LLC  Β·  8 quarters on record

AI Ownership Summary

AAFMAA Wealth Management & Trust LLC reported GLOBAL X FDS (AIQ) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.95% in 2024 Q4. The latest visible filing shows AIQ at 0.24% 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 AAFMAA Wealth Management & Trust 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 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.95% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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 AAFMAA Wealth Management & Trust LLC held AIQ β€” position size vs. price
% of Fund (quarterly)    AIQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,022 -76,487 -85.5% 0.24% $608K 2026-04-08 $49.60
2025 Q4 ADDED 89,509 +15,720 +21.3% 1.78% $4.6M 2026-01-07 $52.58
2025 Q3 REDUCED 73,789 -276 -0.4% 1.45% $3.6M 2025-10-30 $52.65
2025 Q2 REDUCED 74,065 -73,457 -49.8% 1.34% $3.2M 2025-07-16 $43.94
2025 Q1 REDUCED 147,522 -26,788 -15.4% 2.44% $5.4M 2025-04-11 $34.38
2024 Q4 ADDED 174,310 +2,942 +1.7% 2.95% $6.7M 2025-01-13 $37.92
2024 Q3 ADDED 171,368 +110,317 +180.7% 2.81% $6.4M 2024-10-16 $37.45
2024 Q2 INITIATED 61,051 β€” β€” 1.07% $2.2M 2024-07-19 $35.02

FAQ About AAFMAA Wealth Management & Trust 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 AAFMAA Wealth Management & Trust LLC reported owning AIQ?

AAFMAA Wealth Management & Trust LLC reported AIQ across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AIQ position in AAFMAA Wealth Management & Trust LLC's portfolio?

The largest reported portfolio weight for AIQ was 2.95% in 2024 Q4.

What is the latest reported AIQ position on this page?

The most recent filing on this page is 2026 Q1, when AAFMAA Wealth Management & Trust LLC reported 13,022 shares, equal to 0.24% of portfolio, with an estimated market value of $608K.

What does the chart on this AIQ ownership page compare?

The chart compares AAFMAA Wealth Management & Trust 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 AAFMAA Wealth Management & Trust LLC Holdings