Lowery Thomas LLC’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Lowery Thomas LLC’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	$920K	Buy	14,017 +400	+3%	+$23.9K	0.45%	41
2026 Q1	$635K	Buy	13,617 +112	+0.8%	+$5.62K	0.36%	42
2025 Q4	$687K	Sell	13,505 -780	-5%	-$39.6K	0.39%	41
2025 Q3	$706K	Buy	14,285 +313	+2%	+$14.2K	0.41%	41
2025 Q2	$610K	Sell	13,972 -6,001	-30%	-$233K	0.39%	42
2025 Q1	$727K	Buy	19,973 +5	+0%	+$197	0.5%	40
2024 Q4	$772K	Buy	19,968 +5,499	+38%	+$211K	0.5%	38
2024 Q3	$538K	Buy	14,469 +516	+4%	+$18.1K	0.37%	41
2024 Q2	$497K	Hold	13,953	–	–	0.36%	38
2024 Q1	$474K	Sell	13,953 -100	-0.7%	-$3.25K	0.36%	37
2023 Q4	$438K	Buy	14,053 +1,300	+10%	+$37.2K	0.38%	40
2023 Q3	$343K	Buy	+12,753	New	+$359K	0.33%	42

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

Lowery Thomas LLC's AIQ Position: Q2 2026 in Review

Lowery Thomas LLC increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.9% in Q2 2026, buying an estimated $23.9K and bringing the position to 14,017 shares worth $920K. The position accounts for 0.45% of the portfolio, ranked #41.

Lowery Thomas LLC first reported a position in AIQ in Q3 2023 and has held it in 12 quarters since. 688 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Lowery Thomas LLC held 14,017 shares of Global X Artificial Intelligence & Technology ETF worth $920K as of Q2 2026.
Lowery Thomas LLC bought 400 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $23.9K.
Global X Artificial Intelligence & Technology ETF made up 0.45% of Lowery Thomas LLC's portfolio in Q2 2026, its #41 holding.
Lowery Thomas LLC first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 12 quarters since.
688 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.