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 Q2	$3.98M	Buy	60,651 +2,875	+5%	+$172K	0.06%	260
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 $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

Great Valley Advisor Group's AIQ Position: Q2 2026 in Review

Great Valley Advisor Group increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 5% in Q2 2026, buying an estimated $172K and bringing the position to 60,651 shares worth $3.98M. The position accounts for 0.06% of the portfolio, ranked #260.

Great Valley Advisor Group first reported a position in AIQ in Q3 2023 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Great Valley Advisor Group held 60,651 shares of Global X Artificial Intelligence & Technology ETF worth $3.98M as of Q2 2026.
Great Valley Advisor Group bought 2,875 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $172K.
Global X Artificial Intelligence & Technology ETF made up 0.06% of Great Valley Advisor Group's portfolio in Q2 2026, its #260 holding.
Great Valley Advisor Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 8 quarters since.
690 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.