AWM
AIQ icon

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

Avaii 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 		$206K Buy
3,108
+26
+0.8% +$1.63K 0.06% 172
2026
Q2 		$202K Buy
+3,082
New +$184K 0.06% 171

Other funds holding AIQ

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

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

Avaii Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.84% in Q3 2026, buying an estimated $1.63K and bringing the position to 3,108 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #172.

Avaii Wealth Management first reported a position in AIQ in Q2 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Avaii Wealth Management held 3,108 shares of Global X Artificial Intelligence & Technology ETF worth $206K as of Q3 2026.
  • Avaii Wealth Management bought 26 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $1.63K.
  • Global X Artificial Intelligence & Technology ETF made up 0.06% of Avaii Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Avaii Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.