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Joseph P. Lucia & Associates’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Joseph P. Lucia & Associates’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 		$329K Hold
5,017
– – 0.1% 146
2026
Q1 		$234K Hold
5,017
– – 0.08% 155
2025
Q4 		$255K Buy
5,017
+169
+3% +$8.59K 0.09% 145
2025
Q3 		$239K Buy
4,848
+119
+3% +$5.42K 0.09% 142
2025
Q2 		$207K Buy
+4,729
New +$184K 0.08% 144

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

Joseph P. Lucia & Associates's AIQ Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 5,017 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #146.

Joseph P. Lucia & Associates first reported a position in AIQ in Q2 2025 and has held it in 5 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Joseph P. Lucia & Associates held 5,017 shares of Global X Artificial Intelligence & Technology ETF worth $329K as of Q2 2026.
  • Joseph P. Lucia & Associates left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.1% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #146 holding.
  • Joseph P. Lucia & Associates first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.