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

Perigon 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 Q2	$2.44M	Sell	37,252 -1,642	-4%	-$98K	0.04%	375
2026 Q1	$1.82M	Buy	38,894 +4,570	+13%	+$229K	0.03%	399
2025 Q4	$1.75M	Buy	34,324 +2,917	+9%	+$148K	0.03%	397
2025 Q3	$1.55M	Buy	31,407 +8,614	+38%	+$392K	0.03%	407
2025 Q2	$996K	Buy	22,793 +11,576	+103%	+$449K	0.02%	469
2025 Q1	$408K	Buy	+11,217	New	+$442K	0.01%	697

Other funds holding AIQ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perigon Wealth Management's AIQ Position: Q2 2026 in Review

Perigon Wealth Management reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 4.2% in Q2 2026, selling an estimated $98K and leaving 37,252 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #375.

Perigon Wealth Management first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Perigon Wealth Management held 37,252 shares of Global X Artificial Intelligence & Technology ETF worth $2.44M as of Q2 2026.
Perigon Wealth Management sold 1,642 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $98K.
Global X Artificial Intelligence & Technology ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #375 holding.
Perigon Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.