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
Q3 		$30.3M Buy
462,153
+29,703
+7% +$1.86M 0.05% 361
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

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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

Wealth Enhancement Advisory Services's AIQ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 6.9% in Q3 2026, buying an estimated $1.86M and bringing the position to 462,153 shares worth $30.3M. The position accounts for 0.05% of the portfolio, ranked #361.

Wealth Enhancement Advisory Services first reported a position in AIQ in Q3 2023 and has held it in 13 quarters since. The position peaked at $39.1M in Q3 2025. 64 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 462,153 shares of Global X Artificial Intelligence & Technology ETF worth $30.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 29,703 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $1.86M.
  • Global X Artificial Intelligence & Technology ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #361 holding.
  • Wealth Enhancement Advisory Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Global X Artificial Intelligence & Technology ETF position peaked at $39.1M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.