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

Concentrum 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 		$3.4M Buy
51,810
+1,700
+3% +$101K 0.81% 24
2026
Q1 		$2.34M Buy
50,110
+5,196
+12% +$261K 0.69% 27
2025
Q4 		$2.28M Buy
44,914
+40,775
+985% +$2.07M 0.64% 28
2025
Q3 		$204K Buy
+4,139
New +$188K 0.06% 78

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concentrum Wealth Management's AIQ Position: Q2 2026 in Review

Concentrum Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3.4% in Q2 2026, buying an estimated $101K and bringing the position to 51,810 shares worth $3.4M. The position accounts for 0.81% of the portfolio, ranked #24.

Concentrum Wealth Management first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Concentrum Wealth Management held 51,810 shares of Global X Artificial Intelligence & Technology ETF worth $3.4M as of Q2 2026.
  • Concentrum Wealth Management bought 1,700 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $101K.
  • Global X Artificial Intelligence & Technology ETF made up 0.81% of Concentrum Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Concentrum Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.