Harbor Asset Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Harbor Asset 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	$265K	Hold	4,066	–	–	0.2%	90
2026 Q2	$267K	Hold	4,066	–	–	0.2%	89
2026 Q1	$190K	Buy	4,066 +195	+5%	+$9.8K	0.16%	100
2025 Q4	$197K	Buy	3,871 +78	+2%	+$3.96K	0.17%	90
2025 Q3	$187K	Buy	3,793 +4	+0.1%	+$182	0.17%	92
2025 Q2	$166K	Buy	+3,789	New	+$147K	0.16%	94

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's AIQ Position: Q3 2026 in Review

Harbor Asset Planning held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q3 2026 at 4,066 shares worth $265K. The position accounts for 0.2% of the portfolio, ranked #90.

Harbor Asset Planning first reported a position in AIQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $267K in Q2 2026. 473 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Harbor Asset Planning held 4,066 shares of Global X Artificial Intelligence & Technology ETF worth $265K as of Q3 2026.
Harbor Asset Planning left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q3 2026.
Global X Artificial Intelligence & Technology ETF made up 0.2% of Harbor Asset Planning's portfolio in Q3 2026, its #90 holding.
Harbor Asset Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Global X Artificial Intelligence & Technology ETF position peaked at $267K in Q2 2026.
473 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.