AWM
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Able Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Able Wealth Management’s Portfolio AIQ Stock Details AIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,245
Closed -$213K – 198
2026
Q2 		$213K Buy
+3,245
New +$194K 0.05% 147

Other funds holding AIQ

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Able Wealth Management's AIQ Position: Q3 2026 in Review

Able Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2026, closing a stake of 3,245 shares — an estimated $213K sold.

Able Wealth Management first reported a position in AIQ in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 75 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Able Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 3,245 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $213K.
  • Able Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2026 and held it in 1 quarter.
  • Able Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $213K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.