Successful Portfolios’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Successful Portfolios’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	$598K	Buy	8,950 +1,114	+14%	+$69.8K	0.28%	71
2026 Q2	$497K	Buy	7,836 +1,048	+15%	+$62.5K	0.23%	87
2026 Q1	$316K	Buy	6,788 +1,420	+26%	+$71.3K	0.17%	122
2025 Q4	$282K	Buy	5,368 +954	+22%	+$48.5K	0.14%	140
2025 Q3	$218K	Buy	+4,414	New	+$201K	0.13%	156

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

Successful Portfolios's AIQ Position: Q3 2026 in Review

Successful Portfolios increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 14% in Q3 2026, buying an estimated $69.8K and bringing the position to 8,950 shares worth $598K. The position accounts for 0.28% of the portfolio, ranked #71.

Successful Portfolios first reported a position in AIQ in Q3 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Successful Portfolios held 8,950 shares of Global X Artificial Intelligence & Technology ETF worth $598K as of Q3 2026.
Successful Portfolios bought 1,114 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $69.8K.
Global X Artificial Intelligence & Technology ETF made up 0.28% of Successful Portfolios's portfolio in Q3 2026, its #71 holding.
Successful Portfolios first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.