Keystone Wealth Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Keystone Wealth 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 Q2	$228K	Buy	+3,477	New	+$207K	0.04%	292
2026 Q1	–	Sell	-5,632	Closed	-$286K	–	295
2025 Q4	$286K	Buy	5,632 +350	+7%	+$17.8K	0.06%	203
2025 Q3	$261K	Buy	+5,282	New	+$240K	0.06%	258

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keystone Wealth Services's AIQ Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 3,477 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #292 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in AIQ as recently as Q4 2025.

Keystone Wealth Services first reported a position in AIQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Keystone Wealth Services held 3,477 shares of Global X Artificial Intelligence & Technology ETF worth $228K as of Q2 2026.
Global X Artificial Intelligence & Technology ETF was a new Keystone Wealth Services position in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #292 holding.
Keystone Wealth Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 3 quarters since.
Keystone Wealth Services's Global X Artificial Intelligence & Technology ETF position peaked at $286K in Q4 2025.
684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.