LRI Investments’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

LRI Investments’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	$1.1M	Sell	16,738 -671	-4%	-$40K	0.09%	118
2026 Q1	$812K	Sell	17,409 -231	-1%	-$11.6K	0.07%	131
2025 Q4	$897K	Sell	17,640 -6,650	-27%	-$338K	0.07%	124
2025 Q3	$1.2M	Hold	24,290	–	–	0.1%	99
2025 Q2	$1.06M	Buy	24,290 +1,200	+5%	+$46.6K	0.09%	105
2025 Q1	$840K	Buy	23,090 +18,180	+370%	+$716K	0.08%	119
2024 Q4	$190K	Hold	4,910	–	–	0.02%	282
2024 Q3	$188K	Buy	+4,910	New	+$172K	0.02%	292

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

LRI Investments's AIQ Position: Q2 2026 in Review

LRI Investments reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3.9% in Q2 2026, selling an estimated $40K and leaving 16,738 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #118.

LRI Investments first reported a position in AIQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q3 2025. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

LRI Investments held 16,738 shares of Global X Artificial Intelligence & Technology ETF worth $1.1M as of Q2 2026.
LRI Investments sold 671 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $40K.
Global X Artificial Intelligence & Technology ETF made up 0.09% of LRI Investments's portfolio in Q2 2026, its #118 holding.
LRI Investments first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2024 and has held it in 8 quarters since.
LRI Investments's Global X Artificial Intelligence & Technology ETF position peaked at $1.2M in Q3 2025.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.