Southland Equity Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Southland Equity Partners’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	$385K	Sell	5,904 -277	-4%	-$17.4K	0.07%	204
2026 Q2	$406K	Hold	6,181	–	–	0.07%	200
2026 Q1	$288K	Sell	6,181 -302	-5%	-$15.2K	0.06%	217
2025 Q4	$330K	Sell	6,483 -1,095	-14%	-$55.6K	0.07%	192
2025 Q3	$374K	Sell	7,578 -5,106	-40%	-$232K	0.08%	171
2025 Q2	$554K	Sell	12,684 -3,750	-23%	-$146K	0.12%	115
2025 Q1	$598K	Buy	16,434 +227	+1%	+$8.94K	0.14%	109
2024 Q4	$626K	Buy	16,207 +1,358	+9%	+$52.2K	0.15%	104
2024 Q3	$552K	Buy	14,849 +569	+4%	+$20K	0.13%	108
2024 Q2	$509K	Buy	14,280 +407	+3%	+$13.8K	0.15%	96
2024 Q1	$471K	Buy	13,873 +4,498	+48%	+$146K	0.13%	108
2023 Q4	$292K	Buy	+9,375	New	+$268K	0.09%	149

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

Southland Equity Partners's AIQ Position: Q3 2026 in Review

Southland Equity Partners reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 4.5% in Q3 2026, selling an estimated $17.4K and leaving 5,904 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #204.

Southland Equity Partners first reported a position in AIQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $626K in Q4 2024. 73 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Southland Equity Partners held 5,904 shares of Global X Artificial Intelligence & Technology ETF worth $385K as of Q3 2026.
Southland Equity Partners sold 277 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $17.4K.
Global X Artificial Intelligence & Technology ETF made up 0.07% of Southland Equity Partners's portfolio in Q3 2026, its #204 holding.
Southland Equity Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 12 quarters since.
Southland Equity Partners's Global X Artificial Intelligence & Technology ETF position peaked at $626K in Q4 2024.
73 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.