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Harbor Investment Advisory’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Harbor Investment Advisory’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 		$808K Buy
12,400
+200
+2% +$12.5K 0.05% 241
2026
Q2 		$800K Hold
12,200
– – 0.06% 240
2026
Q1 		$569K Sell
12,200
-1,000
-8% -$50.2K 0.04% 262
2025
Q4 		$671K Buy
13,200
+2,200
+20% +$112K 0.05% 246
2025
Q3 		$543K Hold
11,000
– – 0.04% 266
2025
Q2 		$481K Hold
11,000
– – 0.04% 271
2025
Q1 		$400K Hold
11,000
– – 0.04% 275
2024
Q4 		$425K Hold
11,000
– – 0.04% 252
2024
Q3 		$409K Hold
11,000
– – 0.04% 255
2024
Q2 		$392K Buy
11,000
+2,700
+33% +$91.5K 0.04% 257
2024
Q1 		$282K Buy
+8,300
New +$269K 0.03% 287

Other funds holding AIQ

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 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
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Harbor Investment Advisory's AIQ Position: Q3 2026 in Review

Harbor Investment Advisory increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 1.6% in Q3 2026, buying an estimated $12.5K and bringing the position to 12,400 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #241.

Harbor Investment Advisory first reported a position in AIQ in Q1 2024 and has held it in 11 quarters since. 75 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Harbor Investment Advisory held 12,400 shares of Global X Artificial Intelligence & Technology ETF worth $808K as of Q3 2026.
  • Harbor Investment Advisory bought 200 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $12.5K.
  • Global X Artificial Intelligence & Technology ETF made up 0.05% of Harbor Investment Advisory's portfolio in Q3 2026, its #241 holding.
  • Harbor Investment Advisory first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 11 quarters since.
  • 75 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.