Aspen Wealth Strategies’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Aspen Wealth Strategies’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 Q2	$3.83M	Buy	58,370 +3,507	+6%	+$209K	1.85%	13
2026 Q1	$2.56M	Buy	54,863 +3,194	+6%	+$160K	1.37%	15
2025 Q4	$2.63M	Buy	51,669 +23,669	+85%	+$1.2M	1.44%	18
2025 Q3	$1.38M	Buy	28,000 +19,629	+234%	+$893K	0.77%	22
2025 Q2	$366K	Buy	+8,371	New	+$325K	0.22%	58

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aspen Wealth Strategies's AIQ Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 6.4% in Q2 2026, buying an estimated $209K and bringing the position to 58,370 shares worth $3.83M. The position accounts for 1.85% of the portfolio, ranked #13.

Aspen Wealth Strategies first reported a position in AIQ in Q2 2025 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Aspen Wealth Strategies held 58,370 shares of Global X Artificial Intelligence & Technology ETF worth $3.83M as of Q2 2026.
Aspen Wealth Strategies bought 3,507 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $209K.
Global X Artificial Intelligence & Technology ETF made up 1.85% of Aspen Wealth Strategies's portfolio in Q2 2026, its #13 holding.
Aspen Wealth Strategies first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 5 quarters since.
688 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.