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Sax Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Sax Wealth 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
Q2 		$638K Buy
13,672
+8,054
+143% +$481K 0.03% 292
2026
Q1 		$286K Hold
5,618
– – 0.01% 403
2025
Q4 		$286K Buy
+5,618
New +$285K 0.01% 410

Other funds holding AIQ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Sax Wealth Advisors's AIQ Position: Q2 2026 in Review

Sax Wealth Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 143% in Q2 2026, buying an estimated $481K and bringing the position to 13,672 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #292.

Sax Wealth Advisors first reported a position in AIQ in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Sax Wealth Advisors held 13,672 shares of Global X Artificial Intelligence & Technology ETF worth $638K as of Q2 2026.
  • Sax Wealth Advisors bought 8,054 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $481K.
  • Global X Artificial Intelligence & Technology ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #292 holding.
  • Sax Wealth Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.