AF
AIQ icon

Allworth Financial’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Allworth Financial’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
Q1 		$588K Buy
12,594
+50
+0.4% +$2.51K ﹤0.01% 889
2025
Q4 		$638K Buy
12,544
+5,785
+86% +$294K ﹤0.01% 833
2025
Q3 		$334K Sell
6,759
-116
-2% -$5.28K ﹤0.01% 1049
2025
Q2 		$300K Sell
6,875
-121
-2% -$4.7K ﹤0.01% 1016
2025
Q1 		$253K Buy
6,996
+2,143
+44% +$84.4K ﹤0.01% 880
2024
Q4 		$197K Buy
4,853
+2,107
+77% +$81K ﹤0.01% 954
2024
Q3 		$102K Hold
2,746
– – ﹤0.01% 1079
2024
Q2 		$96.4K Hold
2,746
– – ﹤0.01% 1091
2024
Q1 		$93.3K Buy
2,746
+759
+38% +$24.6K ﹤0.01% 1042
2023
Q4 		$62K Buy
1,987
+1,977
+19,770% +$56.5K ﹤0.01% 1110
2023
Q3 		$276 Sell
10
-190
-95% -$5.34K ﹤0.01% 3187
2023
Q2 		$5.59K Buy
+200
New +$5.06K ﹤0.01% 2049

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return