David J. Yvars Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

David J. Yvars Group’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	$1.09M	Sell	16,660 -795	-5%	-$49.8K	0.5%	29
2026 Q2	$1.15M	Sell	17,455 -1,325	-7%	-$79.1K	0.54%	26
2026 Q1	$876K	Sell	18,780 -7	-0%	-$351	0.49%	31
2025 Q4	$956K	Sell	18,787 -3,231	-15%	-$164K	0.51%	28
2025 Q3	$1.09M	Buy	22,018 +1,143	+5%	+$52K	0.58%	26
2025 Q2	$912K	Sell	20,875 -46,820	-69%	-$1.82M	0.53%	27
2025 Q1	$2.46M	Buy	+67,695	New	+$2.67M	1.94%	13

Other funds holding AIQ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

David J. Yvars Group's AIQ Position: Q3 2026 in Review

David J. Yvars Group reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 4.6% in Q3 2026, selling an estimated $49.8K and leaving 16,660 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #29.

David J. Yvars Group first reported a position in AIQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.46M in Q1 2025. 223 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

David J. Yvars Group held 16,660 shares of Global X Artificial Intelligence & Technology ETF worth $1.09M as of Q3 2026.
David J. Yvars Group sold 795 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $49.8K.
Global X Artificial Intelligence & Technology ETF made up 0.5% of David J. Yvars Group's portfolio in Q3 2026, its #29 holding.
David J. Yvars Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 7 quarters since.
David J. Yvars Group's Global X Artificial Intelligence & Technology ETF position peaked at $2.46M in Q1 2025.
223 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.