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

Beaird Harris 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	$296K	Buy	+4,512	New	+$269K	0.02%	119
2026 Q1	–	Sell	-2,200	Closed	-$112K	–	687
2025 Q4	$112K	Buy	+2,200	New	+$112K	0.01%	181

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

Beaird Harris Wealth Management's AIQ Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 4,512 shares worth $296K. The stake represents 0.02% of the portfolio and ranks #119 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in AIQ as recently as Q4 2025.

Beaird Harris Wealth Management first reported a position in AIQ in Q4 2025 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Beaird Harris Wealth Management held 4,512 shares of Global X Artificial Intelligence & Technology ETF worth $296K as of Q2 2026.
Global X Artificial Intelligence & Technology ETF was a new Beaird Harris Wealth Management position in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #119 holding.
Beaird Harris Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 2 quarters since.
381 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.