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 Q3	$1.44M	Buy	22,142 +8,470	+62%	+$531K	0.04%	245
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

VWM

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

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

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Sax Wealth Advisors's AIQ Position: Q3 2026 in Review

Sax Wealth Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 62% in Q3 2026, buying an estimated $531K and bringing the position to 22,142 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #245.

Sax Wealth Advisors first reported a position in AIQ in Q4 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Sax Wealth Advisors held 22,142 shares of Global X Artificial Intelligence & Technology ETF worth $1.44M as of Q3 2026.
Sax Wealth Advisors bought 8,470 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $531K.
Global X Artificial Intelligence & Technology ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #245 holding.
Sax Wealth Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.