Pinnacle Associates’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Pinnacle Associates’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	$477K	Sell	7,315 -160	-2%	-$10K	0.01%	691
2026 Q2	$490K	Buy	7,475 +50	+0.7%	+$2.98K	0.01%	695
2026 Q1	$347K	Buy	7,425 +190	+3%	+$9.5K	﹤0.01%	752
2025 Q4	$368K	Buy	7,235 +1,480	+26%	+$75.2K	﹤0.01%	726
2025 Q3	$284K	Buy	5,755 +600	+12%	+$27.3K	﹤0.01%	765
2025 Q2	$225K	Buy	+5,155	New	+$200K	﹤0.01%	798

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Pinnacle Associates's AIQ Position: Q3 2026 in Review

Pinnacle Associates reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.1% in Q3 2026, selling an estimated $10K and leaving 7,315 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #691.

Pinnacle Associates first reported a position in AIQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $490K in Q2 2026. 415 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Pinnacle Associates held 7,315 shares of Global X Artificial Intelligence & Technology ETF worth $477K as of Q3 2026.
Pinnacle Associates sold 160 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $10K.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #691 holding.
Pinnacle Associates first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 6 quarters since.
Pinnacle Associates's Global X Artificial Intelligence & Technology ETF position peaked at $490K in Q2 2026.
415 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.