Integrated Wealth Concepts’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Integrated Wealth Concepts’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 Q1	$2M	Buy	42,856 +35,025	+447%	+$1.76M	0.02%	741
2025 Q4	$398K	Sell	7,831 -59,877	-88%	-$3.04M	﹤0.01%	1192
2025 Q3	$3.34M	Buy	67,708 +262	+0.4%	+$11.9K	0.03%	498
2025 Q2	$2.95M	Sell	67,446 -12,151	-15%	-$472K	0.03%	502
2025 Q1	$2.9M	Buy	+79,597	New	+$3.14M	0.03%	479

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's AIQ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 447% in Q1 2026, buying an estimated $1.76M and bringing the position to 42,856 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #741.

Integrated Wealth Concepts first reported a position in AIQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.34M in Q3 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Integrated Wealth Concepts held 42,856 shares of Global X Artificial Intelligence & Technology ETF worth $2M as of Q1 2026.
Integrated Wealth Concepts bought 35,025 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $1.76M.
Global X Artificial Intelligence & Technology ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #741 holding.
Integrated Wealth Concepts first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's Global X Artificial Intelligence & Technology ETF position peaked at $3.34M in Q3 2025.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.