Discipline Wealth Solutions
AIQ icon

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
Q3 		$347K Buy
5,326
+24
+0.5% +$1.5K 0.03% 150
2026
Q2 		$348K Hold
5,302
– – 0.03% 153
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Arch Global Advisors
Arch Global Advisors New York $240M AUM

Discipline Wealth Solutions's AIQ Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.45% in Q3 2026, buying an estimated $1.5K and bringing the position to 5,326 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #150.

Discipline Wealth Solutions first reported a position in AIQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $348K in Q2 2026. 305 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Discipline Wealth Solutions held 5,326 shares of Global X Artificial Intelligence & Technology ETF worth $347K as of Q3 2026.
  • Discipline Wealth Solutions bought 24 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $1.5K.
  • Global X Artificial Intelligence & Technology ETF made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #150 holding.
  • Discipline Wealth Solutions first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Global X Artificial Intelligence & Technology ETF position peaked at $348K in Q2 2026.
  • 305 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.