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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
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
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 $377B 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 $666B 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 $530B 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 $1.56T AUM 27.86% 1-Year Est. Return

Aspen Wealth Strategies's AIQ Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 6.2% in Q1 2026, buying an estimated $160K and bringing the position to 54,863 shares worth $2.56M. The position accounts for 1.37% of the portfolio, ranked #15.

Aspen Wealth Strategies first reported a position in AIQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.63M in Q4 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Aspen Wealth Strategies held 54,863 shares of Global X Artificial Intelligence & Technology ETF worth $2.56M as of Q1 2026.
  • Aspen Wealth Strategies bought 3,194 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $160K.
  • Global X Artificial Intelligence & Technology ETF made up 1.37% of Aspen Wealth Strategies's portfolio in Q1 2026, its #15 holding.
  • Aspen Wealth Strategies first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Aspen Wealth Strategies's Global X Artificial Intelligence & Technology ETF position peaked at $2.63M in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.