Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$23.3K Buy
+358
New +$22.4K 0.01% 338

Other funds holding AIQ

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Arch Global Advisors
Arch Global Advisors New York $240M AUM

Meriwether Wealth & Planning's AIQ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2026: 358 shares worth $23.3K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings.

291 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Meriwether Wealth & Planning held 358 shares of Global X Artificial Intelligence & Technology ETF worth $23.3K as of Q3 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #338 holding.
  • 291 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.