Essex Financial Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Essex Financial Services’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	$537K	Sell	8,192 -628	-7%	-$37.5K	0.03%	465
2026 Q1	$412K	Buy	8,820 +1	+0%	+$50	0.02%	510
2025 Q4	$449K	Hold	8,819	–	–	0.03%	471
2025 Q3	$436K	Buy	8,819 +588	+7%	+$26.8K	0.03%	463
2025 Q2	$360K	Buy	8,231 +1,266	+18%	+$49.1K	0.02%	494
2025 Q1	$253K	Buy	6,965 +12	+0.2%	+$473	0.02%	540
2024 Q4	$269K	Hold	6,953	–	–	0.02%	516
2024 Q3	$261K	Buy	+6,953	New	+$244K	0.02%	527

Other funds holding AIQ

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

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

Essex Financial Services's AIQ Position: Q2 2026 in Review

Essex Financial Services reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 7.1% in Q2 2026, selling an estimated $37.5K and leaving 8,192 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #465.

Essex Financial Services first reported a position in AIQ in Q3 2024 and has held it in 8 quarters since. 533 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Essex Financial Services held 8,192 shares of Global X Artificial Intelligence & Technology ETF worth $537K as of Q2 2026.
Essex Financial Services sold 628 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $37.5K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #465 holding.
Essex Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2024 and has held it in 8 quarters since.
533 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.