Great Valley Advisor Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Great Valley Advisor Group’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 Q1	$2.7M	Buy	57,776 +30,194	+109%	+$1.52M	0.05%	320
2025 Q4	$1.4M	Buy	27,582 +9,302	+51%	+$473K	0.03%	425
2025 Q3	$903K	Buy	18,280 +5,692	+45%	+$259K	0.02%	490
2025 Q2	$550K	Buy	+12,588	New	+$489K	0.01%	582
2024 Q2	–	Sell	-39,430	Closed	-$1.34M	–	777
2024 Q1	$1.34M	Buy	39,430 +8,709	+28%	+$283K	0.04%	323
2023 Q4	$958K	Buy	30,721 +16,530	+116%	+$473K	0.03%	347
2023 Q3	$382K	Buy	+14,191	New	+$399K	0.02%	497

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Valley Advisor Group's AIQ Position: Q1 2026 in Review

Great Valley Advisor Group increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 109% in Q1 2026, buying an estimated $1.52M and bringing the position to 57,776 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #320.

Great Valley Advisor Group first reported a position in AIQ in Q3 2023 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Great Valley Advisor Group held 57,776 shares of Global X Artificial Intelligence & Technology ETF worth $2.7M as of Q1 2026.
Great Valley Advisor Group bought 30,194 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $1.52M.
Global X Artificial Intelligence & Technology ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #320 holding.
Great Valley Advisor Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 7 quarters since.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.