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

Essex LLC’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 Q1	$1.5M	Sell	32,228 -10	-0%	-$502	0.27%	69
2025 Q4	$1.64M	Sell	32,238 -996	-3%	-$50.6K	0.29%	63
2025 Q3	$1.64M	Sell	33,234 -243	-0.7%	-$11.1K	0.3%	65
2025 Q2	$1.46M	Buy	33,477 +1,224	+4%	+$47.5K	0.29%	72
2025 Q1	$1.17M	Sell	32,253 -1,855	-5%	-$73.1K	0.25%	75
2024 Q4	$1.32M	Sell	34,108 -2,750	-7%	-$106K	0.28%	69
2024 Q3	$1.37M	Sell	36,858 -3,673	-9%	-$129K	0.28%	70
2024 Q2	$1.44M	Sell	40,531 -995	-2%	-$33.7K	0.32%	64
2024 Q1	$1.41M	Sell	41,526 -7,240	-15%	-$235K	0.32%	66
2023 Q4	$1.52M	Sell	48,766 -14,650	-23%	-$419K	0.38%	64
2023 Q3	$1.71M	Buy	63,416 +1,885	+3%	+$53K	0.48%	58
2023 Q2	$1.72M	Buy	+61,531	New	+$1.56M	0.48%	61

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essex LLC's AIQ Position: Q1 2026 in Review

Essex LLC reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.03% in Q1 2026, selling an estimated $502 and leaving 32,228 shares worth $1.5M. The position accounts for 0.27% of the portfolio, ranked #69.

Essex LLC first reported a position in AIQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.72M in Q2 2023. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Essex LLC held 32,228 shares of Global X Artificial Intelligence & Technology ETF worth $1.5M as of Q1 2026.
Essex LLC sold 10 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $502.
Global X Artificial Intelligence & Technology ETF made up 0.27% of Essex LLC's portfolio in Q1 2026, its #69 holding.
Essex LLC first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 12 quarters since.
Essex LLC's Global X Artificial Intelligence & Technology ETF position peaked at $1.72M in Q2 2023.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Essex LLC's 13F filing for Q1 2026, filed 24 Apr 2026.