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

Sherman 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	$215K	Buy	+3,278	New	+$196K	0.16%	84

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Sherman Wealth Management's AIQ Position: Q2 2026 in Review

Sherman Wealth Management opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 3,278 shares worth $215K. The stake represents 0.16% of the portfolio and ranks #84 among its holdings.

462 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Sherman Wealth Management held 3,278 shares of Global X Artificial Intelligence & Technology ETF worth $215K as of Q2 2026.
Global X Artificial Intelligence & Technology ETF was a new Sherman Wealth Management position in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.16% of Sherman Wealth Management's portfolio in Q2 2026, its #84 holding.
462 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

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