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Gladstone Institutional Advisory’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Gladstone Institutional Advisory’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 		$1.34M Sell
20,393
-1,199
-6% -$71.5K 0.04% 362
2026
Q1 		$1.01M Sell
21,592
-12,374
-36% -$621K 0.04% 370
2025
Q4 		$1.73M Buy
33,966
+4,289
+14% +$218K 0.07% 269
2025
Q3 		$1.47M Buy
29,677
+4,772
+19% +$217K 0.06% 295
2025
Q2 		$1.09M Buy
24,905
+2,508
+11% +$97.4K 0.05% 331
2025
Q1 		$815K Buy
22,397
+12,437
+125% +$490K 0.04% 367
2024
Q4 		$385K Buy
+9,960
New +$383K 0.02% 534

Other funds holding AIQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Gladstone Institutional Advisory's AIQ Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 5.6% in Q2 2026, selling an estimated $71.5K and leaving 20,393 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #362.

Gladstone Institutional Advisory first reported a position in AIQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2025. 248 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Gladstone Institutional Advisory held 20,393 shares of Global X Artificial Intelligence & Technology ETF worth $1.34M as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,199 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $71.5K.
  • Global X Artificial Intelligence & Technology ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #362 holding.
  • Gladstone Institutional Advisory first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's Global X Artificial Intelligence & Technology ETF position peaked at $1.73M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.