Avior Wealth Management
THNQ icon

Avior Wealth Management’s ROBO Global Artificial Intelligence ETF THNQ Stock Holding History

Avior Wealth Management’s Portfolio THNQ Stock Details THNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$512K Buy
+5,275
New +$473K 0.01% 501
2021
Q3 		– Sell
-234
Closed -$10K – 1178
2021
Q2 		$10K Hold
234
– – ﹤0.01% 753
2021
Q1 		$9K Buy
+234
New +$9.7K ﹤0.01% 779

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LPL Financial
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Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Rhodes Investment Advisors
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Avior Wealth Management opened a new position in ROBO Global Artificial Intelligence ETF (THNQ) in Q3 2026: 5,275 shares worth $512K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in THNQ as recently as Q2 2021.

Avior Wealth Management first reported a position in THNQ in Q1 2021 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold THNQ as of Q3 2026.

  • Avior Wealth Management held 5,275 shares of ROBO Global Artificial Intelligence ETF worth $512K as of Q3 2026.
  • ROBO Global Artificial Intelligence ETF was a new Avior Wealth Management position in Q3 2026.
  • ROBO Global Artificial Intelligence ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #501 holding.
  • Avior Wealth Management first reported a position in ROBO Global Artificial Intelligence ETF in Q1 2021 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held ROBO Global Artificial Intelligence ETF as of Q3 2026.

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