Jones Financial Companies’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Jones Financial Companies’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	$16.4M	Buy	360,385 +58,876	+20%	+$2.96M	0.01%	658
2025 Q4	$15.3M	Buy	301,509 +143,963	+91%	+$7.31M	0.01%	369
2025 Q3	$7.71M	Buy	157,546 +73,202	+87%	+$3.33M	0.01%	464
2025 Q2	$3.66M	Buy	84,344 +19,776	+31%	+$768K	﹤0.01%	579
2025 Q1	$2.36M	Buy	64,568 +33,815	+110%	+$1.33M	﹤0.01%	618
2024 Q4	$1.19M	Buy	30,753 +17,777	+137%	+$684K	﹤0.01%	698
2024 Q3	$483K	Buy	12,976 +9,417	+265%	+$331K	﹤0.01%	834
2024 Q2	$127K	Buy	3,559 +1,710	+92%	+$58K	﹤0.01%	969
2024 Q1	$62.8K	Buy	+1,849	New	+$60K	﹤0.01%	691

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

Jones Financial Companies's AIQ Position: Q1 2026 in Review

Jones Financial Companies increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 20% in Q1 2026, buying an estimated $2.96M and bringing the position to 360,385 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #658.

Jones Financial Companies first reported a position in AIQ in Q1 2024 and has held it in 9 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Jones Financial Companies held 360,385 shares of Global X Artificial Intelligence & Technology ETF worth $16.4M as of Q1 2026.
Jones Financial Companies bought 58,876 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $2.96M.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #658 holding.
Jones Financial Companies first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 9 quarters since.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.