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

Tradition 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 Q3	$1.06M	Sell	16,223 -38,638	-70%	-$2.42M	0.06%	208
2026 Q2	$3.6M	Buy	54,861 +4,141	+8%	+$247K	0.22%	97
2026 Q1	$2.37M	Buy	50,720 +7,084	+16%	+$356K	0.17%	125
2025 Q4	$2.22M	Buy	43,636 +2,891	+7%	+$147K	0.16%	127
2025 Q3	$2.01M	Buy	40,745 +1,788	+5%	+$81.4K	0.15%	130
2025 Q2	$1.7M	Buy	38,957 +1,133	+3%	+$44K	0.14%	140
2025 Q1	$1.38M	Buy	37,824 +3,088	+9%	+$122K	0.12%	147
2024 Q4	$1.34M	Buy	34,736 +27,837	+403%	+$1.07M	0.12%	141
2024 Q3	$256K	Buy	+6,899	New	+$242K	0.02%	351
2024 Q1	–	Sell	-1,000	Closed	-$31K	–	414
2023 Q4	$31K	Hold	1,000	–	–	﹤0.01%	742
2023 Q3	$27K	Hold	1,000	–	–	﹤0.01%	761
2023 Q2	$28K	Hold	1,000	–	–	﹤0.01%	781
2023 Q1	$25K	Buy	+1,000	New	+$22.8K	﹤0.01%	775

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Tradition Wealth Management's AIQ Position: Q3 2026 in Review

Tradition Wealth Management reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 70% in Q3 2026, selling an estimated $2.42M and leaving 16,223 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #208.

Tradition Wealth Management first reported a position in AIQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.6M in Q2 2026. 622 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Tradition Wealth Management held 16,223 shares of Global X Artificial Intelligence & Technology ETF worth $1.06M as of Q3 2026.
Tradition Wealth Management sold 38,638 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $2.42M.
Global X Artificial Intelligence & Technology ETF made up 0.06% of Tradition Wealth Management's portfolio in Q3 2026, its #208 holding.
Tradition Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2023 and has held it in 13 quarters since.
Tradition Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $3.6M in Q2 2026.
622 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.