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Green Ridge Wealth Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$4.99M Buy
76,524
+6,411
+9% +$402K 2% 17
2026
Q2 		$4.6M Sell
70,113
-4,836
-6% -$289K 1.93% 15
2026
Q1 		$3.5M Buy
74,949
+4,103
+6% +$206K 1.84% 16
2025
Q4 		$3.6M Buy
+70,846
New +$3.6M 1.84% 17

Other funds holding AIQ

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Green Ridge Wealth Planning's AIQ Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 9.1% in Q3 2026, buying an estimated $402K and bringing the position to 76,524 shares worth $4.99M. The position accounts for 2% of the portfolio, ranked #17.

Green Ridge Wealth Planning first reported a position in AIQ in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Green Ridge Wealth Planning held 76,524 shares of Global X Artificial Intelligence & Technology ETF worth $4.99M as of Q3 2026.
  • Green Ridge Wealth Planning bought 6,411 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $402K.
  • Global X Artificial Intelligence & Technology ETF made up 2% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #17 holding.
  • Green Ridge Wealth Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.