AIQ — GLOBAL X FDS

Ownership history in Marks Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Marks Wealth, 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
6.39% (2025 Q3)
Avg. % of fund
6.39%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 418,750 — — 6.39% $20.7M $49.35
% of Fund (quarterly)    AIQ price (monthly, adj. close)

Other funds also holding AIQ

As of 2025 Q4 — sorted by position size

HMS Capital Management, LLC 3Y 7Y 4.13% 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%
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