LOWM
AIQ icon

Laurel Oak Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Laurel Oak Wealth Management’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 		$432K Sell
6,581
-1,180
-15% -$70.4K 0.06% 227
2026
Q1 		$362K Sell
7,761
-1,993
-20% -$100K 0.06% 237
2025
Q4 		$496K Buy
+9,754
New +$496K 0.08% 185

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

Laurel Oak Wealth Management's AIQ Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 15% in Q2 2026, selling an estimated $70.4K and leaving 6,581 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #227.

Laurel Oak Wealth Management first reported a position in AIQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $496K in Q4 2025. 684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Laurel Oak Wealth Management held 6,581 shares of Global X Artificial Intelligence & Technology ETF worth $432K as of Q2 2026.
  • Laurel Oak Wealth Management sold 1,180 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $70.4K.
  • Global X Artificial Intelligence & Technology ETF made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Laurel Oak Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $496K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.