Evermay Wealth Management
AIQ icon

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

Evermay 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
Q3 		$45.3K Sell
695
-85
-11% -$5.33K ﹤0.01% 359
2026
Q2 		$51.2K Buy
+780
New +$46.5K 0.01% 353

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Evermay Wealth Management's AIQ Position: Q3 2026 in Review

Evermay Wealth Management reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 11% in Q3 2026, selling an estimated $5.33K and leaving 695 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Evermay Wealth Management first reported a position in AIQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $51.2K in Q2 2026. 410 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Evermay Wealth Management held 695 shares of Global X Artificial Intelligence & Technology ETF worth $45.3K as of Q3 2026.
  • Evermay Wealth Management sold 85 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $5.33K.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #359 holding.
  • Evermay Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • Evermay Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $51.2K in Q2 2026.
  • 410 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.