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 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	+$28.9K	0.01%	290

Other funds holding AIQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Elevation Wealth Partners's AIQ Position: Q2 2026 in Review

Elevation Wealth Partners held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 3,179 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #134.

Elevation Wealth Partners first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Elevation Wealth Partners held 3,179 shares of Global X Artificial Intelligence & Technology ETF worth $209K as of Q2 2026.
Elevation Wealth Partners left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #134 holding.
Elevation Wealth Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.