Atria Wealth Solutions’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.34M	Sell	30,595 -94,223	-75%	-$3.66M	0.03%	534
2025 Q1	$4.54M	Buy	124,818 +5,712	+5%	+$225K	0.05%	365
2024 Q4	$4.6M	Buy	119,106 +1,731	+1%	+$66.6K	0.05%	376
2024 Q3	$4.36M	Buy	117,375 +1,328	+1%	+$46.6K	0.05%	381
2024 Q2	$4.14M	Buy	116,047 +3,143	+3%	+$107K	0.05%	384
2024 Q1	$3.83M	Buy	112,904 +22,444	+25%	+$728K	0.04%	416
2023 Q4	$2.82M	Buy	90,460 +7,265	+9%	+$208K	0.04%	490
2023 Q3	$2.24M	Buy	83,195 +8,381	+11%	+$236K	0.03%	522
2023 Q2	$2.09M	Buy	+74,814	New	+$1.89M	0.03%	549

Other funds holding AIQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's AIQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 75% in Q2 2025, selling an estimated $3.66M and leaving 30,595 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #534.

Atria Wealth Solutions first reported a position in AIQ in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.6M in Q4 2024. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

Atria Wealth Solutions held 30,595 shares of Global X Artificial Intelligence & Technology ETF worth $1.34M as of Q2 2025.
Atria Wealth Solutions sold 94,223 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $3.66M.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #534 holding.
Atria Wealth Solutions first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's Global X Artificial Intelligence & Technology ETF position peaked at $4.6M in Q4 2024.
413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.