EP Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

EP Wealth Advisors’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	$1.72M	Buy	+26,204	New	+$1.56M	0.01%	616

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

EP Wealth Advisors's AIQ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 26,204 shares worth $1.72M. The stake represents 0.01% of the portfolio and ranks #616 among its holdings.

684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

EP Wealth Advisors held 26,204 shares of Global X Artificial Intelligence & Technology ETF worth $1.72M as of Q2 2026.
Global X Artificial Intelligence & Technology ETF was a new EP Wealth Advisors position in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #616 holding.
684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.