Centurion Wealth Management
AIQ icon

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

Centurion 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
Q3 		$6.49M Buy
99,635
+97
+0.1% +$6.08K 1.56% 13
2026
Q2 		$6.53M Sell
99,538
-33,011
-25% -$1.97M 1.56% 15
2026
Q1 		$6.19M Buy
132,549
+6,135
+5% +$308K 1.39% 14
2025
Q4 		$6.43M Buy
126,414
+1,917
+2% +$97.4K 1.41% 17
2025
Q3 		$6.15M Buy
124,497
+13,342
+12% +$607K 1.4% 15
2025
Q2 		$4.86M Buy
111,155
+100,771
+970% +$3.91M 1.39% 16
2025
Q1 		$401K Hold
10,384
– – 0.13% 124
2024
Q4 		$401K Buy
10,384
+1,337
+15% +$51.4K 0.13% 124
2024
Q3 		$336K Buy
+9,047
New +$318K 0.11% 143
2024
Q1 		$271K Buy
7,993
+1,020
+15% +$33.1K 0.11% 144
2023
Q4 		$217K Buy
+6,973
New +$199K 0.09% 149

Other funds holding AIQ

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Arch Global Advisors
Arch Global Advisors New York $240M AUM
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Centurion Wealth Management's AIQ Position: Q3 2026 in Review

Centurion Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.1% in Q3 2026, buying an estimated $6.08K and bringing the position to 99,635 shares worth $6.49M. The position accounts for 1.56% of the portfolio, ranked #13.

Centurion Wealth Management first reported a position in AIQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.53M in Q2 2026. 260 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Centurion Wealth Management held 99,635 shares of Global X Artificial Intelligence & Technology ETF worth $6.49M as of Q3 2026.
  • Centurion Wealth Management bought 97 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $6.08K.
  • Global X Artificial Intelligence & Technology ETF made up 1.56% of Centurion Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Centurion Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • Centurion Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $6.53M in Q2 2026.
  • 260 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.