Clearstead Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Clearstead Advisors’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	$40K	Hold	609	–	–	﹤0.01%	1577
2026 Q1	$28.4K	Sell	609 -101	-14%	-$5.07K	﹤0.01%	1376
2025 Q4	$36.1K	Buy	710 +209	+42%	+$10.6K	﹤0.01%	1518
2025 Q3	$24.7K	Buy	+501	New	+$22.8K	﹤0.01%	1545
2024 Q3	–	Sell	-1,193	Closed	-$42.5K	–	2042
2024 Q2	$42.5K	Sell	1,193 -4,198	-78%	-$142K	﹤0.01%	1204
2024 Q1	$181K	Buy	5,391 +3,000	+125%	+$97.3K	0.01%	487
2023 Q4	$74.6K	Buy	+2,391	New	+$68.4K	﹤0.01%	652

Other funds holding AIQ

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Clearstead Advisors's AIQ Position: Q2 2026 in Review

Clearstead Advisors held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 609 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Clearstead Advisors first reported a position in AIQ in Q4 2023 and has held it in 7 quarters since. The position peaked at $181K in Q1 2024. 462 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Clearstead Advisors held 609 shares of Global X Artificial Intelligence & Technology ETF worth $40K as of Q2 2026.
Clearstead Advisors left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1577 holding.
Clearstead Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 7 quarters since.
Clearstead Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $181K in Q1 2024.
462 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.