Endowment Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Endowment Wealth Management’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	$1.35M	Buy	20,540 +1,068	+5%	+$63.7K	0.52%	46
2026 Q1	$909K	Buy	19,472 +2,607	+15%	+$131K	0.4%	53
2025 Q4	$858K	Buy	16,865 +2,642	+19%	+$134K	0.39%	54
2025 Q3	$702K	Buy	14,223 +2,839	+25%	+$129K	0.32%	66
2025 Q2	$497K	Buy	11,384 +2,109	+23%	+$81.9K	0.26%	75
2025 Q1	$337K	Buy	9,275 +2,733	+42%	+$108K	0.22%	90
2024 Q4	$253K	Buy	+6,542	New	+$252K	0.17%	111

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Endowment Wealth Management's AIQ Position: Q2 2026 in Review

Endowment Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 5.5% in Q2 2026, buying an estimated $63.7K and bringing the position to 20,540 shares worth $1.35M. The position accounts for 0.52% of the portfolio, ranked #46.

Endowment Wealth Management first reported a position in AIQ in Q4 2024 and has held it in 7 quarters since. 687 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Endowment Wealth Management held 20,540 shares of Global X Artificial Intelligence & Technology ETF worth $1.35M as of Q2 2026.
Endowment Wealth Management bought 1,068 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $63.7K.
Global X Artificial Intelligence & Technology ETF made up 0.52% of Endowment Wealth Management's portfolio in Q2 2026, its #46 holding.
Endowment Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 7 quarters since.
687 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.