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 Q3	$1.05M	Buy	16,160 +1,671	+12%	+$105K	0.03%	326
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

VWM

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

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

Avidian Wealth Enterprises's AIQ Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 12% in Q3 2026, buying an estimated $105K and bringing the position to 16,160 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #326.

Avidian Wealth Enterprises first reported a position in AIQ in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Avidian Wealth Enterprises held 16,160 shares of Global X Artificial Intelligence & Technology ETF worth $1.05M as of Q3 2026.
Avidian Wealth Enterprises bought 1,671 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $105K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #326 holding.
Avidian Wealth Enterprises first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.