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MPWM Advisory Solutions’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

MPWM Advisory Solutions’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
Q1 		$37.4K Buy
802
+60
+8% +$3.01K 0.02% 217
2025
Q4 		$37.7K Buy
742
+433
+140% +$22K 0.02% 200
2025
Q3 		$15.3K Buy
309
+100
+48% +$4.55K 0.01% 257
2025
Q2 		$9.13K Buy
209
+35
+20% +$1.36K 0.01% 311
2025
Q1 		$6.33K Sell
174
-434
-71% -$17.1K ﹤0.01% 337
2024
Q4 		$23.5K Buy
+608
New +$23.4K 0.02% 219

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPWM Advisory Solutions's AIQ Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 8.1% in Q1 2026, buying an estimated $3.01K and bringing the position to 802 shares worth $37.4K. The position accounts for 0.02% of the portfolio, ranked #217.

MPWM Advisory Solutions first reported a position in AIQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.7K in Q4 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • MPWM Advisory Solutions held 802 shares of Global X Artificial Intelligence & Technology ETF worth $37.4K as of Q1 2026.
  • MPWM Advisory Solutions bought 60 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $3.01K.
  • Global X Artificial Intelligence & Technology ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #217 holding.
  • MPWM Advisory Solutions first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Global X Artificial Intelligence & Technology ETF position peaked at $37.7K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.