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Steph & Co’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Steph & Co’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 		$74.9K Hold
1,150
– – 0.02% 160
2026
Q2 		$75.5K Hold
1,150
– – 0.02% 164
2026
Q1 		$53.7K Hold
1,150
– – 0.02% 189
2025
Q4 		$58.5K Hold
1,150
– – 0.02% 173
2025
Q3 		$56.8K Hold
1,150
– – 0.02% 184
2025
Q2 		$50.2K Sell
1,150
-25
-2% -$971 0.02% 187
2025
Q1 		$42.7K Buy
+1,175
New +$46.3K 0.02% 181

Other funds holding AIQ

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
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
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Steph & Co's AIQ Position: Q3 2026 in Review

Steph & Co held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q3 2026 at 1,150 shares worth $74.9K. The position accounts for 0.02% of the portfolio, ranked #160.

Steph & Co first reported a position in AIQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $75.5K in Q2 2026. 134 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Steph & Co held 1,150 shares of Global X Artificial Intelligence & Technology ETF worth $74.9K as of Q3 2026.
  • Steph & Co left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q3 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.02% of Steph & Co's portfolio in Q3 2026, its #160 holding.
  • Steph & Co first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 7 quarters since.
  • Steph & Co's Global X Artificial Intelligence & Technology ETF position peaked at $75.5K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.