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

Robertson Stephens 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	$471K	Hold	7,174	–	–	0.01%	451
2026 Q1	$335K	Sell	7,174 -1,094	-13%	-$54.9K	0.01%	489
2025 Q4	$421K	Buy	+8,268	New	+$420K	0.01%	466
2025 Q2	–	Sell	-127,908	Closed	-$4.65M	–	554
2025 Q1	$4.65M	Sell	127,908 -4,618	-3%	-$182K	0.16%	110
2024 Q4	$5.12M	Buy	132,526 +7,755	+6%	+$298K	0.18%	108
2024 Q3	$4.64M	Buy	124,771 +8,087	+7%	+$284K	0.17%	121
2024 Q2	$4.16M	Buy	+116,684	New	+$3.96M	0.21%	93

Other funds holding AIQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Robertson Stephens Wealth Management's AIQ Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 7,174 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #451.

Robertson Stephens Wealth Management first reported a position in AIQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.12M in Q4 2024. 316 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Robertson Stephens Wealth Management held 7,174 shares of Global X Artificial Intelligence & Technology ETF worth $471K as of Q2 2026.
Robertson Stephens Wealth Management left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #451 holding.
Robertson Stephens Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and has held it in 7 quarters since.
Robertson Stephens Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $5.12M in Q4 2024.
316 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.