Independent Financial Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Independent Financial 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 Q3	$3.23M	Sell	49,521 -13,552	-21%	-$850K	0.06%	321
2026 Q2	$4.14M	Buy	63,073 +17,983	+40%	+$1.07M	0.08%	247
2026 Q1	$2.1M	Buy	45,090 +4,231	+10%	+$212K	0.05%	391
2025 Q4	$2.08M	Buy	40,859 +5,509	+16%	+$280K	0.05%	383
2025 Q3	$1.75M	Buy	35,350 +6,199	+21%	+$282K	0.04%	427
2025 Q2	$1.27M	Sell	29,151 -2,587	-8%	-$100K	0.04%	473
2025 Q1	$1.15M	Sell	31,738 -63,613	-67%	-$2.51M	0.04%	446
2024 Q4	$3.68M	Buy	95,351 +14,639	+18%	+$563K	0.12%	158
2024 Q3	$3M	Buy	80,712 +45,567	+130%	+$1.6M	0.11%	184
2024 Q2	$1.25M	Buy	35,145 +11,432	+48%	+$388K	0.05%	341
2024 Q1	$805K	Buy	23,713 +16,772	+242%	+$544K	0.04%	437
2023 Q4	$216K	Buy	+6,941	New	+$198K	0.01%	861

Other funds holding AIQ

VWM

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

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

Independent Financial Group's AIQ Position: Q3 2026 in Review

Independent Financial Group reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 21% in Q3 2026, selling an estimated $850K and leaving 49,521 shares worth $3.23M. The position accounts for 0.06% of the portfolio, ranked #321.

Independent Financial Group first reported a position in AIQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.14M in Q2 2026. 65 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Independent Financial Group held 49,521 shares of Global X Artificial Intelligence & Technology ETF worth $3.23M as of Q3 2026.
Independent Financial Group sold 13,552 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $850K.
Global X Artificial Intelligence & Technology ETF made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #321 holding.
Independent Financial Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 12 quarters since.
Independent Financial Group's Global X Artificial Intelligence & Technology ETF position peaked at $4.14M in Q2 2026.
65 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.