Wealth Enhancement Advisory Services
AIQ icon

Wealth Enhancement Advisory Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$27.4M Buy
432,450
+22,752
+6% +$1.36M 0.05% 343
2026
Q1 		$19.4M Sell
409,698
-326,333
-44% -$16.4M 0.04% 408
2025
Q4 		$38.8M Sell
736,031
-38,270
-5% -$1.94M 0.05% 309
2025
Q3 		$39.1M Buy
774,301
+9,721
+1% +$442K 0.06% 285
2025
Q2 		$33.6M Sell
764,580
-18,463
-2% -$717K 0.06% 302
2025
Q1 		$28.5M Buy
783,043
+13,840
+2% +$545K 0.05% 314
2024
Q4 		$29.7M Buy
769,203
+11,014
+1% +$424K 0.06% 297
2024
Q3 		$28.2M Buy
758,189
+42,661
+6% +$1.5M 0.06% 290
2024
Q2 		$25.5M Buy
715,528
+17,525
+3% +$594K 0.06% 288
2024
Q1 		$23.7M Buy
698,003
+50,485
+8% +$1.64M 0.06% 288
2023
Q4 		$20.2M Buy
647,518
+340,875
+111% +$9.75M 0.06% 296
2023
Q3 		$8.25M Buy
+306,643
New +$8.62M 0.03% 453

Other funds holding AIQ

CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 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 $504M AUM 21.97% 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 $9.96B AUM 23.61% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return