Patriot Financial Group Insurance Agency’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.43M	Sell	21,742 -21,356	-50%	-$1.27M	0.15%	174
2026 Q1	$2.01M	Buy	43,098 +22,067	+105%	+$1.11M	0.11%	209
2025 Q4	$1.07M	Buy	21,031 +2,876	+16%	+$146K	0.13%	200
2025 Q3	$897K	Buy	18,155 +7,595	+72%	+$346K	0.11%	208
2025 Q2	$461K	Buy	10,560 +4,335	+70%	+$168K	0.05%	324
2025 Q1	$226K	Buy	+6,225	New	+$245K	0.03%	433

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AIQ Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 50% in Q2 2026, selling an estimated $1.27M and leaving 21,742 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #174.

Patriot Financial Group Insurance Agency first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.01M in Q1 2026. 433 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Patriot Financial Group Insurance Agency held 21,742 shares of Global X Artificial Intelligence & Technology ETF worth $1.43M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 21,356 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $1.27M.
Global X Artificial Intelligence & Technology ETF made up 0.15% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #174 holding.
Patriot Financial Group Insurance Agency first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
Patriot Financial Group Insurance Agency's Global X Artificial Intelligence & Technology ETF position peaked at $2.01M in Q1 2026.
433 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.