AssetMark Inc’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

AssetMark Inc’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	$37.2M	Buy	566,694 +37,804	+7%	+$2.26M	0.06%	235
2026 Q1	$24.7M	Buy	528,890 +80,303	+18%	+$4.03M	0.05%	293
2025 Q4	$22.8M	Buy	448,587 +42,499	+10%	+$2.16M	0.05%	299
2025 Q3	$20.1M	Buy	406,088 +256,301	+171%	+$11.7M	0.04%	301
2025 Q2	$6.54M	Buy	149,787 +25,520	+21%	+$991K	0.02%	518
2025 Q1	$4.52M	Buy	124,267 +21,139	+20%	+$833K	0.01%	537
2024 Q4	$3.98M	Buy	103,128 +18,965	+23%	+$729K	0.01%	553
2024 Q3	$3.13M	Buy	84,163 +4,310	+5%	+$151K	0.01%	542
2024 Q2	$2.85M	Buy	79,853 +13,477	+20%	+$457K	0.01%	533
2024 Q1	$2.25M	Buy	+66,376	New	+$2.15M	0.01%	559

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

AssetMark Inc's AIQ Position: Q2 2026 in Review

AssetMark Inc increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 7.1% in Q2 2026, buying an estimated $2.26M and bringing the position to 566,694 shares worth $37.2M. The position accounts for 0.06% of the portfolio, ranked #235.

AssetMark Inc first reported a position in AIQ in Q1 2024 and has held it in 10 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

AssetMark Inc held 566,694 shares of Global X Artificial Intelligence & Technology ETF worth $37.2M as of Q2 2026.
AssetMark Inc bought 37,804 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $2.26M.
Global X Artificial Intelligence & Technology ETF made up 0.06% of AssetMark Inc's portfolio in Q2 2026, its #235 holding.
AssetMark Inc first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 10 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.