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

Antonelli Financial Advisors’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 		$1.92M Sell
29,519
-2,885
-9% -$181K 1.39% 17
2026
Q2 		$2.13M Sell
32,404
-3,069
-9% -$183K 1.46% 16
2026
Q1 		$1.66M Buy
+35,473
New +$1.78M 1.14% 18

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

Antonelli Financial Advisors's AIQ Position: Q3 2026 in Review

Antonelli Financial Advisors reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 8.9% in Q3 2026, selling an estimated $181K and leaving 29,519 shares worth $1.92M. The position accounts for 1.39% of the portfolio, ranked #17.

Antonelli Financial Advisors first reported a position in AIQ in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.13M in Q2 2026. 87 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Antonelli Financial Advisors held 29,519 shares of Global X Artificial Intelligence & Technology ETF worth $1.92M as of Q3 2026.
  • Antonelli Financial Advisors sold 2,885 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $181K.
  • Global X Artificial Intelligence & Technology ETF made up 1.39% of Antonelli Financial Advisors's portfolio in Q3 2026, its #17 holding.
  • Antonelli Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2026 and has held it in 3 quarters since.
  • Antonelli Financial Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $2.13M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Antonelli Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.