MIA
AIQ icon

Milestone Investment Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Milestone Investment 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 		$1.01M Sell
15,436
-1,164
-7% -$69.5K 0.22% 51
2026
Q1 		$775K Buy
16,600
+2,375
+17% +$119K 0.19% 55
2025
Q4 		$724K Sell
14,225
-2
-0% -$102 0.18% 54
2025
Q3 		$703K Sell
14,227
-372
-3% -$16.9K 0.17% 53
2025
Q2 		$638K Sell
14,599
-7,169
-33% -$278K 0.17% 56
2025
Q1 		$792K Sell
21,768
-914
-4% -$36K 0.22% 53
2024
Q4 		$876K Buy
22,682
+653
+3% +$25.1K 0.24% 49
2024
Q3 		$819K Buy
22,029
+922
+4% +$32.4K 0.23% 49
2024
Q2 		$752K Buy
21,107
+5,487
+35% +$186K 0.2% 51
2024
Q1 		$530K Buy
15,620
+6,691
+75% +$217K 0.14% 53
2023
Q4 		$278K Hold
8,929
– – 0.08% 64
2023
Q3 		$240K Buy
8,929
+8,341
+1,419% +$234K 0.07% 93
2023
Q2 		$16.4K Buy
+588
New +$14.9K 0.01% 100

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestone Investment Advisors's AIQ Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 7% in Q2 2026, selling an estimated $69.5K and leaving 15,436 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #51.

Milestone Investment Advisors first reported a position in AIQ in Q2 2023 and has held it in 13 quarters since. 690 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Milestone Investment Advisors held 15,436 shares of Global X Artificial Intelligence & Technology ETF worth $1.01M as of Q2 2026.
  • Milestone Investment Advisors sold 1,164 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $69.5K.
  • Global X Artificial Intelligence & Technology ETF made up 0.22% of Milestone Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Milestone Investment Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 13 quarters since.
  • 690 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.