Unique Wealth
AIQ icon

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

Unique Wealth’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 		$985K Sell
15,119
-8,146
-35% -$511K 0.11% 98
2026
Q2 		$1.53M Buy
23,265
+4,173
+22% +$249K 0.18% 77
2026
Q1 		$891K Buy
19,092
+1,702
+10% +$85.5K 0.12% 96
2025
Q4 		$884K Buy
17,390
+5,613
+48% +$285K 0.12% 97
2025
Q3 		$582K Buy
+11,777
New +$536K 0.09% 108

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 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
Arch Global Advisors
Arch Global Advisors New York $240M AUM

Unique Wealth's AIQ Position: Q3 2026 in Review

Unique Wealth reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 35% in Q3 2026, selling an estimated $511K and leaving 15,119 shares worth $985K. The position accounts for 0.11% of the portfolio, ranked #98.

Unique Wealth first reported a position in AIQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q2 2026. 305 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Unique Wealth held 15,119 shares of Global X Artificial Intelligence & Technology ETF worth $985K as of Q3 2026.
  • Unique Wealth sold 8,146 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $511K.
  • Global X Artificial Intelligence & Technology ETF made up 0.11% of Unique Wealth's portfolio in Q3 2026, its #98 holding.
  • Unique Wealth first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 5 quarters since.
  • Unique Wealth's Global X Artificial Intelligence & Technology ETF position peaked at $1.53M in Q2 2026.
  • 305 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.