Kestra Advisory Services
AIQ icon

Kestra Advisory Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Kestra Advisory Services’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 		$34.2M Buy
524,753
+6,157
+1% +$386K 0.1% 208
2026
Q2 		$34M Sell
518,596
-69,172
-12% -$4.13M 0.11% 190
2026
Q1 		$27.4M Buy
587,768
+30,256
+5% +$1.52M 0.1% 194
2025
Q4 		$28.4M Buy
557,512
+87,973
+19% +$4.47M 0.12% 170
2025
Q3 		$23.2M Sell
469,539
-59,694
-11% -$2.72M 0.11% 193
2025
Q2 		$23.1M Buy
529,233
+83,594
+19% +$3.25M 0.11% 170
2025
Q1 		$16.2M Buy
445,639
+24,917
+6% +$981K 0.08% 228
2024
Q4 		$16.3M Sell
420,722
-47,203
-10% -$1.82M 0.09% 233
2024
Q3 		$17.4M Buy
467,925
+8,032
+2% +$282K 0.1% 226
2024
Q2 		$16.4M Buy
459,893
+80,496
+21% +$2.73M 0.09% 235
2024
Q1 		$12.9M Buy
379,397
+297,491
+363% +$9.7M 0.09% 250
2023
Q4 		$2.55M Buy
81,906
+63,557
+346% +$1.82M 0.02% 689
2023
Q3 		$494K Buy
+18,349
New +$516K ﹤0.01% 1373
2022
Q2 		– Sell
-7,785
Closed -$210K – 2134
2022
Q1 		$210K Sell
7,785
-3,324
-30% -$91.8K ﹤0.01% 1816
2021
Q4 		$353K Buy
11,109
+220
+2% +$6.98K ﹤0.01% 1515
2021
Q3 		$330K Buy
10,889
+219
+2% +$6.77K ﹤0.01% 1607
2021
Q2 		$325K Sell
10,670
-1,002
-9% -$29.3K ﹤0.01% 1522
2021
Q1 		$332K Buy
11,672
+2,911
+33% +$83.3K ﹤0.01% 1407
2020
Q4 		$238K Buy
+8,761
New +$222K ﹤0.01% 1603

Other funds holding AIQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Kestra Advisory Services's AIQ Position: Q3 2026 in Review

Kestra Advisory Services increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 1.2% in Q3 2026, buying an estimated $386K and bringing the position to 524,753 shares worth $34.2M. The position accounts for 0.1% of the portfolio, ranked #208.

Kestra Advisory Services first reported a position in AIQ in Q4 2020 and has held it in 19 quarters since. 397 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Kestra Advisory Services held 524,753 shares of Global X Artificial Intelligence & Technology ETF worth $34.2M as of Q3 2026.
  • Kestra Advisory Services bought 6,157 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $386K.
  • Global X Artificial Intelligence & Technology ETF made up 0.1% of Kestra Advisory Services's portfolio in Q3 2026, its #208 holding.
  • Kestra Advisory Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2020 and has held it in 19 quarters since.
  • 397 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.