PWM
AIQ icon

Pacific Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Pacific Wealth Management’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 		$5.53M Buy
+84,913
New +$5.32M 2.43% 8

Other funds holding AIQ

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Pacific Wealth Management's AIQ Position: Q3 2026 in Review

Pacific Wealth Management opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2026: 84,913 shares worth $5.53M. The stake represents 2.43% of the portfolio and ranks #8 among its holdings.

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

  • Pacific Wealth Management held 84,913 shares of Global X Artificial Intelligence & Technology ETF worth $5.53M as of Q3 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Pacific Wealth Management position in Q3 2026.
  • Global X Artificial Intelligence & Technology ETF made up 2.43% of Pacific Wealth Management's portfolio in Q3 2026, its #8 holding.
  • 22 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Pacific Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.