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

IAM 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 Q2	$5.25M	Buy	80,034 +2,868	+4%	+$171K	1.02%	19
2026 Q1	$3.6M	Sell	77,166 -877	-1%	-$44K	0.81%	21
2025 Q4	$3.97M	Sell	78,043 -673	-0.9%	-$34.2K	0.88%	19
2025 Q3	$3.89M	Sell	78,716 -2,112	-3%	-$96.1K	0.87%	18
2025 Q2	$3.53M	Sell	80,828 -16	-0%	-$621	0.85%	19
2025 Q1	$2.94M	Buy	+80,844	New	+$3.18M	0.76%	20

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

IAM Advisory's AIQ Position: Q2 2026 in Review

IAM Advisory increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3.7% in Q2 2026, buying an estimated $171K and bringing the position to 80,034 shares worth $5.25M. The position accounts for 1.02% of the portfolio, ranked #19.

IAM Advisory first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

IAM Advisory held 80,034 shares of Global X Artificial Intelligence & Technology ETF worth $5.25M as of Q2 2026.
IAM Advisory bought 2,868 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $171K.
Global X Artificial Intelligence & Technology ETF made up 1.02% of IAM Advisory's portfolio in Q2 2026, its #19 holding.
IAM Advisory first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.