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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
Q2 		$3.18M Buy
48,448
+5,592
+13% +$334K 0.02% 659
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's AIQ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 13% in Q2 2026, buying an estimated $334K and bringing the position to 48,448 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #659.

Integrated Wealth Concepts first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.34M in Q3 2025. 689 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Integrated Wealth Concepts held 48,448 shares of Global X Artificial Intelligence & Technology ETF worth $3.18M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,592 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $334K.
  • Global X Artificial Intelligence & Technology ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #659 holding.
  • Integrated Wealth Concepts first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Global X Artificial Intelligence & Technology ETF position peaked at $3.34M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.