Elevation Wealth Partners
AIQ icon

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

Elevation 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 		$202K Sell
3,106
-73
-2% -$4.58K 0.06% 144
2026
Q2 		$209K Hold
3,179
– – 0.06% 134
2026
Q1 		$148K Buy
3,179
+2
+0.1% +$100 0.05% 136
2025
Q4 		$162K Hold
3,177
– – 0.06% 130
2025
Q3 		$157K Buy
3,177
+4
+0.1% +$182 0.06% 131
2025
Q2 		$139K Buy
3,173
+2,438
+332% +$94.6K 0.05% 143
2025
Q1 		$26.7K Buy
+735
New +$29K 0.01% 290

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

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

Elevation Wealth Partners reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.3% in Q3 2026, selling an estimated $4.58K and leaving 3,106 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #144.

Elevation Wealth Partners first reported a position in AIQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $209K in Q2 2026. 272 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Elevation Wealth Partners held 3,106 shares of Global X Artificial Intelligence & Technology ETF worth $202K as of Q3 2026.
  • Elevation Wealth Partners sold 73 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $4.58K.
  • Global X Artificial Intelligence & Technology ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #144 holding.
  • Elevation Wealth Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 7 quarters since.
  • Elevation Wealth Partners's Global X Artificial Intelligence & Technology ETF position peaked at $209K in Q2 2026.
  • 272 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.