Core Wealth Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Core Wealth Partners’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	$540K	Hold	8,294	–	–	0.22%	98
2026 Q2	$544K	Hold	8,294	–	–	0.23%	98
2026 Q1	$387K	Buy	8,294 +1	+0%	+$50	0.18%	108
2025 Q4	$422K	Hold	8,293	–	–	0.19%	102
2025 Q3	$410K	Buy	8,293 +1	+0%	+$46	0.19%	104
2025 Q2	$362K	Buy	8,292 +7	+0.1%	+$272	0.18%	108
2025 Q1	$301K	Hold	8,285	–	–	0.18%	119
2024 Q4	$320K	Buy	8,285 +389	+5%	+$15K	0.18%	115
2024 Q3	$293K	Buy	7,896 +7	+0.1%	+$246	0.18%	116
2024 Q2	$281K	Buy	7,889 +1,008	+15%	+$34.2K	0.19%	107
2024 Q1	$234K	Buy	+6,881	New	+$223K	0.18%	117

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Core Wealth Partners's AIQ Position: Q3 2026 in Review

Core Wealth Partners held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q3 2026 at 8,294 shares worth $540K. The position accounts for 0.22% of the portfolio, ranked #98.

Core Wealth Partners first reported a position in AIQ in Q1 2024 and has held it in 11 quarters since. The position peaked at $544K in Q2 2026. 622 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Core Wealth Partners held 8,294 shares of Global X Artificial Intelligence & Technology ETF worth $540K as of Q3 2026.
Core Wealth Partners left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q3 2026.
Global X Artificial Intelligence & Technology ETF made up 0.22% of Core Wealth Partners's portfolio in Q3 2026, its #98 holding.
Core Wealth Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 11 quarters since.
Core Wealth Partners's Global X Artificial Intelligence & Technology ETF position peaked at $544K in Q2 2026.
622 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.