On November 4, 2025, Brown Wealth Management, LLC announced a purchase of approximately $4.35 million in Global X Artificial Intelligence & Technology ETF (AIQ +1.09%) during the fiscal third quarter ended September 30, 2025, according to a recent SEC filing.
What happened
According to a Securities and Exchange Commission filing dated November 4, 2025, Brown Wealth Management, LLC increased its position in Global in the 13F application).
What else you need to know
This transaction increased AIQ to 1.4% of the fund’s 13F US equity portfolio as of September 30, 2025.
Top positions after filing:
- VTV: $35.05 million (9.8% of assets under management) as of September 30, 2025
- VUG: $33.09 million (9.3% of AUM) as of September 30, 2025
- IVV: $31.77 million (8.9% of assets under management) as of September 30, 2025
- BIV: $18.32 million (5.1% of AUM) as of September 30, 2025
- MUB: $14.56 million (4.1% of AUM) as of September 30, 2025
As of November 3, 2025, shares were priced at $53.56, up 45.0% over the past year; stocks have outperformed the S&P500 by 26.6 percentage points.
The ETF’s annualized dividend yield was 0.12% on November 4, 2025, while shares were 3.89% below their 52-week high on the same date.
ETF overview
| Metric | Value |
|---|---|
| Price (as of market close on November 3, 2025) | $53.56 |
| Dividend yield | 0.12% |
| Total return over 1 year | 45.03% |
ETF Snapshot
The investment strategy aims to track an index of companies involved in artificial intelligence and big data, with the aim of capturing the growth from these transformative technologies.
The portfolio is non-diversified and invests in companies involved in artificial intelligence and big data.
The fund is structured as an ETF and offers liquidity and transparency.
Global X Artificial Intelligence & Technology ETF provides investors with targeted exposure to companies at the forefront of artificial intelligence and big data innovation. It tracks an index focused on companies involved in artificial intelligence and big data.
With a significant asset base and strong one-year returns, AIQ offers institutional investors a way to access the AI and technology sectors through a liquid ETF structure.
Take foolishly
Brown Wealth Management’s recent purchase of nearly $4.4 million worth of shares of Global X Artificial Intelligence & Technology ETF (AIQ) is a notable transaction. This is why.
Artificial intelligence (AI) stocks have skyrocketed in recent years, with a number of names including Nvidia And Palantir make huge profits.
However, the big question for many investors is whether this incredible run can continue. This purchase is another data point indicating that institutional investors believe the AI boom will continue.
The AIQ is an AI-focused ETF that lists AI giants among its top holdings Tesla, Broadcom, AlphabetAnd Oracle among others. Performance has been solid, with the fund generating a total return of 34% since the start of the year, better than the S&P 500’s gain of 16%.
On the other side of the coin, the fund has a hefty expense ratio of 0.68%, making it more expensive than the average ETF. Furthermore, with its paltry 0.12% dividend yield, this is not a fund for income-seeking investors. Finally, due to the high concentration of technology stocks, the fund is sensitive to any corrections in the technology sector.
In summary, this transaction indicates that institutional investors remain convinced of the ongoing AI revolution. However, this particular ETF is not for every investor.
Glossary
13F application: A quarterly report required by the Securities and Exchange Commission showing institutional investment managers’ holdings of U.S. listed securities.
Assets under management (AUM): The total market value of investments managed by a financial institution or fund on behalf of customers.
ETF (exchange traded fund): A mutual fund that trades on stock exchanges and holds a basket of assets such as stocks or bonds.
Non-diversified fund: A fund that invests in a limited number of companies or sectors, increasing the potential risk and reward.
Dividend yield: The annual dividend income, expressed as a percentage of the current price of the investment.
Total return: The change in price of the investment plus any dividends and distributions, assuming these payouts are reinvested.
Alpha: A measure of an investment’s performance against a benchmark, showing returns above the benchmark.
Index Tracking: An investment strategy that aims to replicate the performance of a specific market index.
Institutional investor: An organization, such as a fund or pension, that invests large sums of money in securities and assets.
Portfolio: A collection of financial assets, such as stocks, bonds, or funds, held by an investor or institution.
