Global Retirement Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Global Retirement Partners’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	$783K	Buy	+11,942	New	+$713K	0.01%	842
2025 Q4	$624K	Buy	12,278 +4,837	+65%	+$246K	0.01%	845
2025 Q3	$368K	Buy	7,441 +995	+15%	+$45.3K	0.01%	884
2025 Q2	$282K	Buy	+6,446	New	+$250K	0.01%	935
2024 Q4	$64.7K	Buy	1,675 +55	+3%	+$2.12K	﹤0.01%	1497
2024 Q3	$60.2K	Sell	1,620 -7,142	-82%	-$251K	﹤0.01%	1479
2024 Q2	$312K	Sell	8,762 -38,396	-81%	-$1.3M	0.01%	729
2024 Q1	$1.6M	Buy	47,158 +46,615	+8,585%	+$1.51M	0.06%	271
2023 Q4	$16.6K	Buy	+543	New	+$15.5K	﹤0.01%	1845
2023 Q3	–	Sell	-2,500	Closed	-$69.9K	–	3250
2023 Q2	$69.9K	Sell	2,500 -100	-4%	-$2.53K	﹤0.01%	1107
2023 Q1	$61K	Buy	+2,600	New	+$59.2K	﹤0.01%	1150

Other funds holding AIQ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

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

Global Retirement Partners's AIQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 11,942 shares worth $783K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AIQ as recently as Q4 2025.

Global Retirement Partners first reported a position in AIQ in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q1 2024. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Global Retirement Partners held 11,942 shares of Global X Artificial Intelligence & Technology ETF worth $783K as of Q2 2026.
Global X Artificial Intelligence & Technology ETF was a new Global Retirement Partners position in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #842 holding.
Global Retirement Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's Global X Artificial Intelligence & Technology ETF position peaked at $1.6M in Q1 2024.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.