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

Axxcess 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 Q2	$1.99M	Buy	30,344 +222	+0.7%	+$13.2K	0.03%	393
2026 Q1	$1.41M	Sell	30,122 -19,086	-39%	-$958K	0.05%	212
2025 Q4	$2.5M	Buy	49,208 +2,353	+5%	+$120K	0.04%	334
2025 Q3	$2.31M	Buy	46,855 +19,090	+69%	+$869K	0.05%	284
2025 Q2	$1.21M	Buy	27,765 +493	+2%	+$19.1K	0.03%	383
2025 Q1	$992K	Buy	27,272 +893	+3%	+$35.2K	0.03%	397
2024 Q4	$1.02M	Buy	26,379 +48	+0.2%	+$1.85K	0.02%	401
2024 Q3	$979K	Buy	26,331 +1,501	+6%	+$52.7K	0.02%	393
2024 Q2	$885K	Buy	24,830 +4,607	+23%	+$156K	0.02%	402
2024 Q1	$687K	Buy	+20,223	New	+$656K	0.02%	460

Other funds holding AIQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Axxcess Wealth Management's AIQ Position: Q2 2026 in Review

Axxcess Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.74% in Q2 2026, buying an estimated $13.2K and bringing the position to 30,344 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #393.

Axxcess Wealth Management first reported a position in AIQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.5M in Q4 2025. 406 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Axxcess Wealth Management held 30,344 shares of Global X Artificial Intelligence & Technology ETF worth $1.99M as of Q2 2026.
Axxcess Wealth Management bought 222 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $13.2K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #393 holding.
Axxcess Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 10 quarters since.
Axxcess Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $2.5M in Q4 2025.
406 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.