AWM
AIQ icon

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

Avior 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 		$218K Buy
+3,353
New +$210K 0.01% 741
2025
Q1 		– Sell
-1,363
Closed -$52.7K – 777
2024
Q4 		$52.7K Buy
1,363
+40
+3% +$1.54K ﹤0.01% 1128
2024
Q3 		$49.2K Buy
1,323
+1,197
+950% +$42K ﹤0.01% 1120
2024
Q2 		$4.49K Hold
126
– – ﹤0.01% 1757
2024
Q1 		$4.28K Hold
126
– – ﹤0.01% 2117
2023
Q4 		$3.93K Buy
+126
New +$3.6K ﹤0.01% 1214

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

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

Avior Wealth Management opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2026: 3,353 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in AIQ as recently as Q4 2024.

Avior Wealth Management first reported a position in AIQ in Q4 2023 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Avior Wealth Management held 3,353 shares of Global X Artificial Intelligence & Technology ETF worth $218K as of Q3 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Avior Wealth Management position in Q3 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #741 holding.
  • Avior Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

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