Waddell & Associates’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Waddell & Associates’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	$847K	Buy	12,911 +272	+2%	+$16.2K	0.04%	155
2026 Q1	$590K	Hold	12,639	–	–	0.03%	198
2025 Q4	$643K	Hold	12,639	–	–	0.04%	128
2025 Q3	$624K	Hold	12,639	–	–	0.05%	110
2025 Q2	$552K	Buy	+12,639	New	+$491K	0.06%	100

Other funds holding AIQ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Waddell & Associates's AIQ Position: Q2 2026 in Review

Waddell & Associates increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 12,911 shares worth $847K. The position accounts for 0.04% of the portfolio, ranked #155.

Waddell & Associates first reported a position in AIQ in Q2 2025 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Waddell & Associates held 12,911 shares of Global X Artificial Intelligence & Technology ETF worth $847K as of Q2 2026.
Waddell & Associates bought 272 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $16.2K.
Global X Artificial Intelligence & Technology ETF made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #155 holding.
Waddell & Associates first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 5 quarters since.
175 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.