Avidian Wealth Enterprises’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Avidian Wealth Enterprises’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	$951K	Buy	14,489 +210	+1%	+$12.5K	0.03%	331
2026 Q1	$666K	Buy	14,279 +4,920	+53%	+$247K	0.02%	379
2025 Q4	$476K	Buy	9,359 +2,341	+33%	+$119K	0.02%	384
2025 Q3	$347K	Buy	+7,018	New	+$319K	0.01%	438

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

Avidian Wealth Enterprises's AIQ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 1.5% in Q2 2026, buying an estimated $12.5K and bringing the position to 14,489 shares worth $951K. The position accounts for 0.03% of the portfolio, ranked #331.

Avidian Wealth Enterprises first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Avidian Wealth Enterprises held 14,489 shares of Global X Artificial Intelligence & Technology ETF worth $951K as of Q2 2026.
Avidian Wealth Enterprises bought 210 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $12.5K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #331 holding.
Avidian Wealth Enterprises first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.