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

Golden State 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 Q2	$1.84M	Buy	28,042 +9,733	+53%	+$581K	0.17%	124
2026 Q1	$855K	Sell	18,309 -1,411	-7%	-$70.8K	0.09%	178
2025 Q4	$1M	Buy	19,720 +3,465	+21%	+$176K	0.11%	154
2025 Q3	$803K	Buy	16,255 +900	+6%	+$41K	0.09%	176
2025 Q2	$671K	Buy	15,355 +14,083	+1,107%	+$547K	0.08%	186
2025 Q1	$46.3K	Hold	1,272	–	–	0.01%	610
2024 Q4	$49.1K	Buy	+1,272	New	+$48.9K	0.01%	579

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

Golden State Wealth Management's AIQ Position: Q2 2026 in Review

Golden State Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 53% in Q2 2026, buying an estimated $581K and bringing the position to 28,042 shares worth $1.84M. The position accounts for 0.17% of the portfolio, ranked #124.

Golden State Wealth Management first reported a position in AIQ in Q4 2024 and has held it in 7 quarters since. 687 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Golden State Wealth Management held 28,042 shares of Global X Artificial Intelligence & Technology ETF worth $1.84M as of Q2 2026.
Golden State Wealth Management bought 9,733 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $581K.
Global X Artificial Intelligence & Technology ETF made up 0.17% of Golden State Wealth Management's portfolio in Q2 2026, its #124 holding.
Golden State Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 7 quarters since.
687 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.