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

Sequoia 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
Q2 		$797K Buy
12,153
+166
+1% +$9.9K ﹤0.01% 1055
2026
Q1 		$559K Buy
11,987
+155
+1% +$7.78K ﹤0.01% 1209
2025
Q4 		$602K Buy
11,832
+4,371
+59% +$222K ﹤0.01% 1179
2025
Q3 		$368K Buy
7,461
+1,019
+16% +$46.4K ﹤0.01% 1284
2025
Q2 		$281K Buy
+6,442
New +$250K ﹤0.01% 1298
2024
Q4 		– Sell
-5,761
Closed -$214K – 1353
2024
Q3 		$214K Hold
5,761
– – ﹤0.01% 1141
2024
Q2 		$205K Buy
+5,761
New +$195K ﹤0.01% 1099

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sequoia Financial Advisors's AIQ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 1.4% in Q2 2026, buying an estimated $9.9K and bringing the position to 12,153 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Sequoia Financial Advisors first reported a position in AIQ in Q2 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Sequoia Financial Advisors held 12,153 shares of Global X Artificial Intelligence & Technology ETF worth $797K as of Q2 2026.
  • Sequoia Financial Advisors bought 166 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $9.9K.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1055 holding.
  • Sequoia Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and has held it in 7 quarters since.
  • 686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.