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Rollins Financial Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Rollins Financial 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 		$657K Sell
14,077
-5,934
-30% -$298K 0.1% 85
2025
Q4 		$1.02M Buy
20,011
+7,915
+65% +$402K 0.15% 63
2025
Q3 		$597K Buy
+12,096
New +$550K 0.09% 79

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rollins Financial Advisors's AIQ Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 30% in Q1 2026, selling an estimated $298K and leaving 14,077 shares worth $657K. The position accounts for 0.1% of the portfolio, ranked #85.

Rollins Financial Advisors first reported a position in AIQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Rollins Financial Advisors held 14,077 shares of Global X Artificial Intelligence & Technology ETF worth $657K as of Q1 2026.
  • Rollins Financial Advisors sold 5,934 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $298K.
  • Global X Artificial Intelligence & Technology ETF made up 0.1% of Rollins Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • Rollins Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Rollins Financial Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $1.02M in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.