Sowell Financial Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Sowell Financial Services’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	$897K	Sell	13,665 -140	-1%	-$8.35K	0.03%	490
2026 Q1	$644K	Buy	13,805 +1,265	+10%	+$63.5K	0.02%	559
2025 Q4	$638K	Sell	12,540 -215	-2%	-$10.9K	0.02%	570
2025 Q3	$630K	Buy	12,755 +4,444	+53%	+$202K	0.02%	571
2025 Q2	$363K	Sell	8,311 -8,449	-50%	-$328K	0.01%	712
2025 Q1	$610K	Buy	16,760 +2,190	+15%	+$86.3K	0.03%	536
2024 Q4	$563K	Buy	14,570 +1,219	+9%	+$46.9K	0.03%	398
2024 Q3	$496K	Sell	13,351 -239	-2%	-$8.39K	0.02%	442
2024 Q2	$485K	Buy	13,590 +481	+4%	+$16.3K	0.02%	440
2024 Q1	$445K	Buy	+13,109	New	+$425K	0.02%	467

Other funds holding AIQ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's AIQ Position: Q2 2026 in Review

Sowell Financial Services reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 1% in Q2 2026, selling an estimated $8.35K and leaving 13,665 shares worth $897K. The position accounts for 0.03% of the portfolio, ranked #490.

Sowell Financial Services first reported a position in AIQ in Q1 2024 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Sowell Financial Services held 13,665 shares of Global X Artificial Intelligence & Technology ETF worth $897K as of Q2 2026.
Sowell Financial Services sold 140 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $8.35K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #490 holding.
Sowell Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 10 quarters since.
690 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.