AIQ β€” GLOBAL X FUNDS

Ownership history in L.M. KOHN & COMPANY  Β·  5 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported GLOBAL X FUNDS (AIQ) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows AIQ at 0.12% 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 L.M. KOHN & COMPANY's position in GLOBAL X FUNDS, 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
2025 Q2

AIQ was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

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 2025 Q2

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 L.M. KOHN & COMPANY 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 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 10,221 +425 +4.3% 0.12% $447K 2025-08-04 $44.29
2025 Q1 ADDED 9,796 +2,065 +26.7% 0.09% $356K 2025-04-21 $33.16
2024 Q4 ADDED 7,731 +283 +3.8% 0.08% $299K 2025-01-30 $40.53
2024 Q3 ADDED 7,448 +500 +7.2% 0.07% $277K 2024-11-14 $38.28
2024 Q2 INITIATED 6,948 β€” β€” 0.07% $248K 2024-07-31 $34.92

FAQ About L.M. KOHN & COMPANY and AIQ

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

How long has L.M. KOHN & COMPANY reported owning AIQ?

L.M. KOHN & COMPANY reported AIQ across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported AIQ position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for AIQ was 0.12% in 2025 Q2.

What is the latest reported AIQ position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 10,221 shares, equal to 0.12% of portfolio, with an estimated market value of $447K.

What does the chart on this AIQ ownership page compare?

The chart compares L.M. KOHN & COMPANY'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.

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