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

Valley Wealth Managers’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
Q2 		$40.6M Sell
618,352
-130,559
-17% -$7.79M 2.34% 8
2026
Q1 		$35M Buy
748,911
+97,869
+15% +$4.91M 2.25% 5
2025
Q4 		$33.1M Buy
651,042
+7,486
+1% +$380K 2.12% 8
2025
Q3 		$31.8M Buy
643,556
+16,346
+3% +$744K 2.1% 7
2025
Q2 		$27.4M Buy
627,210
+42,272
+7% +$1.64M 1.97% 8
2025
Q1 		$21.3M Buy
584,938
+9,816
+2% +$387K 1.61% 23
2024
Q4 		$22.2M Buy
575,122
+22,132
+4% +$851K 1.66% 15
2024
Q3 		$20.6M Buy
552,990
+4,015
+0.7% +$141K 1.52% 22
2024
Q2 		$19.6M Buy
548,975
+317,031
+137% +$10.7M 1.56% 21
2024
Q1 		$7.88M Buy
231,944
+157,239
+210% +$5.1M 0.59% 49
2023
Q4 		$2.33M Sell
74,705
-3,560
-5% -$102K 0.18% 105
2023
Q3 		$2.11M Buy
+78,265
New +$2.2M 0.18% 109

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valley Wealth Managers's AIQ Position: Q2 2026 in Review

Valley Wealth Managers reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 17% in Q2 2026, selling an estimated $7.79M and leaving 618,352 shares worth $40.6M. The position accounts for 2.34% of the portfolio, ranked #8.

Valley Wealth Managers first reported a position in AIQ in Q3 2023 and has held it in 12 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Valley Wealth Managers held 618,352 shares of Global X Artificial Intelligence & Technology ETF worth $40.6M as of Q2 2026.
  • Valley Wealth Managers sold 130,559 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $7.79M.
  • Global X Artificial Intelligence & Technology ETF made up 2.34% of Valley Wealth Managers's portfolio in Q2 2026, its #8 holding.
  • Valley Wealth Managers first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • 686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.