OneAscent Financial Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

OneAscent Financial Services’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	$645K	Buy	13,829 +1,122	+9%	+$56.3K	0.04%	291
2025 Q4	$646K	Buy	12,707 +451	+4%	+$22.9K	0.06%	212
2025 Q3	$605K	Buy	12,256 +3,167	+35%	+$144K	0.07%	203
2025 Q2	$397K	Sell	9,089 -9,358	-51%	-$363K	0.03%	358
2025 Q1	$671K	Sell	18,447 -74	-0.4%	-$2.92K	0.04%	277
2024 Q4	$716K	Buy	+18,521	New	+$712K	0.06%	203

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OneAscent Financial Services's AIQ Position: Q1 2026 in Review

OneAscent Financial Services increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 8.8% in Q1 2026, buying an estimated $56.3K and bringing the position to 13,829 shares worth $645K. The position accounts for 0.04% of the portfolio, ranked #291.

OneAscent Financial Services first reported a position in AIQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $716K in Q4 2024. 569 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

OneAscent Financial Services held 13,829 shares of Global X Artificial Intelligence & Technology ETF worth $645K as of Q1 2026.
OneAscent Financial Services bought 1,122 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $56.3K.
Global X Artificial Intelligence & Technology ETF made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #291 holding.
OneAscent Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 6 quarters since.
OneAscent Financial Services's Global X Artificial Intelligence & Technology ETF position peaked at $716K in Q4 2024.
569 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.