Valmark Advisers’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Valmark Advisers’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	$1.05M	Buy	15,976 +3,431	+27%	+$205K	0.01%	354
2026 Q1	$585K	Buy	12,545 +3,028	+32%	+$152K	0.01%	436
2025 Q4	$484K	Buy	9,517 +881	+10%	+$44.8K	0.01%	451
2025 Q3	$427K	Buy	8,636 +312	+4%	+$14.2K	0.01%	464
2025 Q2	$364K	Sell	8,324 -19	-0.2%	-$738	0.01%	498
2025 Q1	$304K	Sell	8,343 -36	-0.4%	-$1.42K	﹤0.01%	514
2024 Q4	$324K	Buy	8,379 +659	+9%	+$25.3K	0.01%	493
2024 Q3	$287K	Sell	7,720 -1,273	-14%	-$44.7K	﹤0.01%	510
2024 Q2	$320K	Buy	+8,993	New	+$305K	0.01%	459

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers's AIQ Position: Q2 2026 in Review

Valmark Advisers increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 27% in Q2 2026, buying an estimated $205K and bringing the position to 15,976 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #354.

Valmark Advisers first reported a position in AIQ in Q2 2024 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Valmark Advisers held 15,976 shares of Global X Artificial Intelligence & Technology ETF worth $1.05M as of Q2 2026.
Valmark Advisers bought 3,431 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $205K.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #354 holding.
Valmark Advisers first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and has held it in 9 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.