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Evergreen Wealth Solutions’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Evergreen Wealth Solutions’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 		$300K Buy
+4,637
New +$277K 0.02% 421

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evergreen Wealth Solutions's AIQ Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 4,637 shares worth $300K. The stake represents 0.02% of the portfolio and ranks #421 among its holdings.

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

  • Evergreen Wealth Solutions held 4,637 shares of Global X Artificial Intelligence & Technology ETF worth $300K as of Q2 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Evergreen Wealth Solutions position in Q2 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #421 holding.
  • 684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.