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Legacy Financial Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Legacy Financial Advisors’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 		$395K Sell
6,027
-983
-14% -$58.7K 0.05% 288
2026
Q1 		$327K Sell
7,010
-96
-1% -$4.82K 0.05% 305
2025
Q4 		$361K Sell
7,106
-540
-7% -$27.4K 0.05% 286
2025
Q3 		$378K Buy
+7,646
New +$348K 0.05% 279

Other funds holding AIQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Legacy Financial Advisors's AIQ Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 14% in Q2 2026, selling an estimated $58.7K and leaving 6,027 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #288.

Legacy Financial Advisors first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Legacy Financial Advisors held 6,027 shares of Global X Artificial Intelligence & Technology ETF worth $395K as of Q2 2026.
  • Legacy Financial Advisors sold 983 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $58.7K.
  • Global X Artificial Intelligence & Technology ETF made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #288 holding.
  • Legacy Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.