Atticus Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Atticus Wealth Management’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	$1.22M	Buy	18,773 +751	+4%	+$47.1K	0.27%	59
2026 Q2	$1.18M	Sell	18,022 -3,675	-17%	-$219K	0.28%	60
2026 Q1	$1.01M	Sell	21,697 -880	-4%	-$44.2K	0.27%	58
2025 Q4	$1.15M	Sell	22,577 -395	-2%	-$20.1K	0.28%	53
2025 Q3	$1.13M	Buy	22,972 +289	+1%	+$13.2K	0.29%	54
2025 Q2	$991K	Buy	22,683 +3,047	+16%	+$118K	0.27%	51
2025 Q1	$714K	Buy	+19,636	New	+$773K	0.23%	60

Other funds holding AIQ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Atticus Wealth Management's AIQ Position: Q3 2026 in Review

Atticus Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 4.2% in Q3 2026, buying an estimated $47.1K and bringing the position to 18,773 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #59.

Atticus Wealth Management first reported a position in AIQ in Q1 2025 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Atticus Wealth Management held 18,773 shares of Global X Artificial Intelligence & Technology ETF worth $1.22M as of Q3 2026.
Atticus Wealth Management bought 751 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $47.1K.
Global X Artificial Intelligence & Technology ETF made up 0.27% of Atticus Wealth Management's portfolio in Q3 2026, its #59 holding.
Atticus Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.