Bogart Wealth LLC’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Bogart Wealth LLC’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	$32.4K	Buy	494 +138	+39%	+$8.23K	﹤0.01%	655
2026 Q1	$16.6K	Buy	356 +100	+39%	+$5.02K	﹤0.01%	766
2025 Q4	$13K	Hold	256	–	–	﹤0.01%	801
2025 Q3	$12.7K	Hold	256	–	–	﹤0.01%	779
2025 Q2	$11.2K	Sell	256 -29	-10%	-$1.13K	﹤0.01%	775
2025 Q1	$10.4K	Buy	285 +181	+174%	+$7.13K	﹤0.01%	748
2024 Q4	$4.02K	Hold	104	–	–	﹤0.01%	936
2024 Q3	$3.87K	Hold	104	–	–	﹤0.01%	878
2024 Q2	$3.71K	Buy	104 +29	+39%	+$983	﹤0.01%	844
2024 Q1	$2.55K	Buy	+75	New	+$2.43K	﹤0.01%	876

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's AIQ Position: Q2 2026 in Review

Bogart Wealth LLC increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 39% in Q2 2026, buying an estimated $8.23K and bringing the position to 494 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Bogart Wealth LLC first reported a position in AIQ in Q1 2024 and has held it in 10 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Bogart Wealth LLC held 494 shares of Global X Artificial Intelligence & Technology ETF worth $32.4K as of Q2 2026.
Bogart Wealth LLC bought 138 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $8.23K.
Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #655 holding.
Bogart Wealth LLC first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 10 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.