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Avantax Advisory Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Avantax Advisory Services’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 		$9.57M Buy
219,119
+49,341
+29% +$1.92M 0.05% 279
2025
Q1 		$6.18M Buy
169,778
+68,794
+68% +$2.71M 0.04% 352
2024
Q4 		$3.9M Sell
100,984
-1,607
-2% -$61.8K 0.02% 476
2024
Q3 		$3.81M Buy
102,591
+7,467
+8% +$262K 0.03% 476
2024
Q2 		$3.39M Buy
95,124
+16,408
+21% +$556K 0.02% 490
2024
Q1 		$2.67M Buy
78,716
+17,100
+28% +$555K 0.02% 461
2023
Q4 		$1.92M Buy
61,616
+8,832
+17% +$253K 0.02% 512
2023
Q3 		$1.42M Buy
52,784
+24,698
+88% +$694K 0.02% 569
2023
Q2 		$785K Buy
+28,086
New +$711K 0.01% 770

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's AIQ Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 29% in Q2 2025, buying an estimated $1.92M and bringing the position to 219,119 shares worth $9.57M. The position accounts for 0.05% of the portfolio, ranked #279.

Avantax Advisory Services first reported a position in AIQ in Q2 2023 and has held it in 9 quarters since. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

  • Avantax Advisory Services held 219,119 shares of Global X Artificial Intelligence & Technology ETF worth $9.57M as of Q2 2025.
  • Avantax Advisory Services bought 49,341 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $1.92M.
  • Global X Artificial Intelligence & Technology ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #279 holding.
  • Avantax Advisory Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 9 quarters since.
  • 413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.