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

Perennial 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 Q1	$4.58M	Sell	98,164 -2,489	-2%	-$125K	0.37%	57
2025 Q4	$5.12M	Buy	100,653 +261	+0.3%	+$13.3K	0.4%	54
2025 Q3	$4.96M	Buy	100,392 +21,440	+27%	+$976K	0.41%	50
2025 Q2	$3.45M	Buy	78,952 +4,006	+5%	+$156K	0.33%	65
2025 Q1	$2.73M	Buy	74,946 +8,547	+13%	+$337K	0.31%	66
2024 Q4	$2.57M	Buy	66,399 +29,054	+78%	+$1.12M	0.3%	68
2024 Q3	$1.39M	Buy	37,345 +2,673	+8%	+$93.9K	0.18%	96
2024 Q2	$1.24M	Buy	34,672 +10,452	+43%	+$354K	0.18%	100
2024 Q1	$823K	Buy	24,220 +12,098	+100%	+$393K	0.12%	135
2023 Q4	$378K	Buy	+12,122	New	+$347K	0.06%	206

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

Perennial Investment Advisors's AIQ Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.5% in Q1 2026, selling an estimated $125K and leaving 98,164 shares worth $4.58M. The position accounts for 0.37% of the portfolio, ranked #57.

Perennial Investment Advisors first reported a position in AIQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.12M in Q4 2025. 569 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Perennial Investment Advisors held 98,164 shares of Global X Artificial Intelligence & Technology ETF worth $4.58M as of Q1 2026.
Perennial Investment Advisors sold 2,489 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $125K.
Global X Artificial Intelligence & Technology ETF made up 0.37% of Perennial Investment Advisors's portfolio in Q1 2026, its #57 holding.
Perennial Investment Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 10 quarters since.
Perennial Investment Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $5.12M in Q4 2025.
569 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.