Discipline Wealth Solutions’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Discipline Wealth Solutions’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 Q1	$247K	Buy	5,302 +200	+4%	+$10K	0.03%	171
2025 Q4	$259K	Buy	+5,102	New	+$259K	0.05%	145

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Discipline Wealth Solutions's AIQ Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3.9% in Q1 2026, buying an estimated $10K and bringing the position to 5,302 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #171.

Discipline Wealth Solutions first reported a position in AIQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Discipline Wealth Solutions held 5,302 shares of Global X Artificial Intelligence & Technology ETF worth $247K as of Q1 2026.
Discipline Wealth Solutions bought 200 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $10K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Discipline Wealth Solutions's portfolio in Q1 2026, its #171 holding.
Discipline Wealth Solutions first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 2 quarters since.
Discipline Wealth Solutions's Global X Artificial Intelligence & Technology ETF position peaked at $259K in Q4 2025.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.