WA
AIQ icon

Waverly Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Waverly Advisors’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
Q1 		$3.02M Sell
64,774
-11,575
-15% -$581K 0.02% 547
2025
Q4 		$3.88M Buy
76,349
+7,269
+11% +$369K 0.03% 430
2025
Q3 		$3.41M Buy
+69,080
New +$3.14M 0.03% 395

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverly Advisors's AIQ Position: Q1 2026 in Review

Waverly Advisors reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 15% in Q1 2026, selling an estimated $581K and leaving 64,774 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #547.

Waverly Advisors first reported a position in AIQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.88M in Q4 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Waverly Advisors held 64,774 shares of Global X Artificial Intelligence & Technology ETF worth $3.02M as of Q1 2026.
  • Waverly Advisors sold 11,575 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $581K.
  • Global X Artificial Intelligence & Technology ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #547 holding.
  • Waverly Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $3.88M in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.