Carson Wealth (CWM LLC)
AIQ icon

Carson Wealth (CWM LLC)’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.26M Buy
27,019
+1,480
+6% +$74.3K ﹤0.01% 1418
2025
Q4 		$1.3M Buy
25,539
+1,489
+6% +$75.6K ﹤0.01% 1355
2025
Q3 		$1.19M Buy
24,050
+5,894
+32% +$268K ﹤0.01% 1312
2025
Q2 		$793K Sell
18,156
-3,265
-15% -$127K ﹤0.01% 1376
2025
Q1 		$779K Buy
21,421
+7,560
+55% +$298K ﹤0.01% 1276
2024
Q4 		$536K Buy
13,861
+6,859
+98% +$264K ﹤0.01% 1348
2024
Q3 		$260K Buy
7,002
+3,020
+76% +$106K ﹤0.01% 1621
2024
Q2 		$142K Buy
3,982
+1,345
+51% +$45.6K ﹤0.01% 1768
2024
Q1 		$90K Buy
2,637
+620
+31% +$20.1K ﹤0.01% 1934
2023
Q4 		$63K Sell
2,017
-36
-2% -$1.03K ﹤0.01% 2028
2023
Q3 		$55K Buy
+2,053
New +$57.7K ﹤0.01% 1999
2022
Q2 		– Sell
-65
Closed -$2K – 3749
2022
Q1 		$2K Hold
65
– – ﹤0.01% 3122
2021
Q4 		$2K Buy
+65
New +$2.06K ﹤0.01% 3078
2021
Q2 		$2K Hold
65
– – ﹤0.01% 2609
2021
Q1 		$2K Hold
65
– – ﹤0.01% 2609
2020
Q4 		$2K Hold
65
– – ﹤0.01% 2609
2020
Q3 		$2K Hold
65
– – ﹤0.01% 2609
2020
Q2 		$2K Hold
65
– – ﹤0.01% 2609
2020
Q1 		$2K Hold
65
– – ﹤0.01% 2609
2019
Q4 		$2K Hold
65
– – ﹤0.01% 2609
2019
Q3 		$2K Hold
65
– – ﹤0.01% 2609
2019
Q2 		$2K Hold
65
– – ﹤0.01% 2609
2019
Q1 		$2K Buy
+65
New +$961 ﹤0.01% 2609

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AIQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 5.8% in Q1 2026, buying an estimated $74.3K and bringing the position to 27,019 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Carson Wealth (CWM LLC) first reported a position in AIQ in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.3M in Q4 2025. 570 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,019 shares of Global X Artificial Intelligence & Technology ETF worth $1.26M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,480 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $74.3K.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1418 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2019 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Artificial Intelligence & Technology ETF position peaked at $1.3M in Q4 2025.
  • 570 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.