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 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 $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's AIQ Position: Q1 2026 in Review

Tradition Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 16% in Q1 2026, buying an estimated $356K and bringing the position to 50,720 shares worth $2.37M. The position accounts for 0.17% of the portfolio, ranked #125.

Tradition Wealth Management first reported a position in AIQ in Q1 2023 and has held it in 11 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Tradition Wealth Management held 50,720 shares of Global X Artificial Intelligence & Technology ETF worth $2.37M as of Q1 2026.
Tradition Wealth Management bought 7,084 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $356K.
Global X Artificial Intelligence & Technology ETF made up 0.17% of Tradition Wealth Management's portfolio in Q1 2026, its #125 holding.
Tradition Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2023 and has held it in 11 quarters since.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.