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 Q3	$41.2M	Buy	632,632 +14,280	+2%	+$895K	2.34%	6
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Valley Wealth Managers's AIQ Position: Q3 2026 in Review

Valley Wealth Managers increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.3% in Q3 2026, buying an estimated $895K and bringing the position to 632,632 shares worth $41.2M. The position accounts for 2.34% of the portfolio, ranked #6.

Valley Wealth Managers first reported a position in AIQ in Q3 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Valley Wealth Managers held 632,632 shares of Global X Artificial Intelligence & Technology ETF worth $41.2M as of Q3 2026.
Valley Wealth Managers bought 14,280 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $895K.
Global X Artificial Intelligence & Technology ETF made up 2.34% of Valley Wealth Managers's portfolio in Q3 2026, its #6 holding.
Valley Wealth Managers first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 13 quarters since.
87 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.