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Marshall & Sterling Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Marshall & Sterling Wealth 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 		$789K Buy
12,020
+1,506
+14% +$89.9K 0.47% 43
2026
Q1 		$491K Buy
10,514
+6,253
+147% +$314K 0.32% 56
2025
Q4 		$217K Buy
4,261
+1,838
+76% +$93.4K 0.14% 81
2025
Q3 		$120K Buy
+2,423
New +$110K 0.08% 109

Other funds holding AIQ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AIQ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 14% in Q2 2026, buying an estimated $89.9K and bringing the position to 12,020 shares worth $789K. The position accounts for 0.47% of the portfolio, ranked #43.

Marshall & Sterling Wealth Advisors first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 12,020 shares of Global X Artificial Intelligence & Technology ETF worth $789K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 1,506 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $89.9K.
  • Global X Artificial Intelligence & Technology ETF made up 0.47% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.