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Beacon Financial Advisory’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Beacon Financial Advisory’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
Q1 		– Sell
-4,607
Closed -$234K – 405
2025
Q4 		$234K Buy
+4,607
New +$234K 0.05% 341

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Financial Advisory's AIQ Position: Q1 2026 in Review

Beacon Financial Advisory sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2026, closing a stake of 4,607 shares — an estimated $234K sold.

Beacon Financial Advisory first reported a position in AIQ in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 569 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Beacon Financial Advisory reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 4,607 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $234K.
  • Beacon Financial Advisory first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and held it in 1 quarter.
  • Beacon Financial Advisory's Global X Artificial Intelligence & Technology ETF position peaked at $234K in Q4 2025.
  • 569 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.