Trilogy Capital
AIQ icon

Trilogy Capital’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Trilogy Capital’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 		$7.43M Buy
114,089
+109,459
+2,364% +$6.86M 0.29% 64
2026
Q2 		$304K Buy
+4,630
New +$276K 0.01% 328

Other funds holding AIQ

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Decker Wealth Management LLC
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

Trilogy Capital's AIQ Position: Q3 2026 in Review

Trilogy Capital increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2,364% in Q3 2026, buying an estimated $6.86M and bringing the position to 114,089 shares worth $7.43M. The position accounts for 0.29% of the portfolio, ranked #64.

Trilogy Capital first reported a position in AIQ in Q2 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Trilogy Capital held 114,089 shares of Global X Artificial Intelligence & Technology ETF worth $7.43M as of Q3 2026.
  • Trilogy Capital bought 109,459 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $6.86M.
  • Global X Artificial Intelligence & Technology ETF made up 0.29% of Trilogy Capital's portfolio in Q3 2026, its #64 holding.
  • Trilogy Capital first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.