AIQ — GLOBAL X FDS

Ownership history in HMS Capital Management, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which HMS Capital Management, LLC reported a position in GLOBAL X FDS (AIQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.13% (2025 Q4)
Avg. % of fund
3.08%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 196,426 -2,056 -1.0% 4.13% $10.0M $50.86
2025 Q3 ADDED 198,482 +3,761 +1.9% 4.12% $9.8M $49.35
2025 Q2 ADDED 194,721 +14,928 +8.3% 3.82% $8.5M $43.65
2025 Q1 ADDED 179,793 +173,004 +2548.3% 3.21% $5.8M $36.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AIQ price (monthly, adj. close)

Other funds also holding AIQ

As of 2025 Q4 — sorted by position size

Taylor Securities Services, Inc. 3.94% ADAPT WEALTH ADVISORS, LLC 3.62% Benson Wealth Management INC 3.53% VISTA FINANCE, LLC 3Y 3.51% Madrona Financial Services, LLC 3Y 7Y 3.45% Silverleafe Capital Partners, LLC 3Y 7Y 2.76% Richard P Slaughter Associates Inc 3Y 2.61% PRUDENT INVESTORS NETWORK, INC. 3Y 2.54% Polymer Capital Management (HK) LTD 2.45% Clarus Group, Inc. 3Y 2.44%
← Back to HMS Capital Management, LLC Holdings