Wealthspire Advisors (New York)’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Wealthspire Advisors (New York)’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	$1.06M	Buy	22,724 +192	+0.9%	+$9.64K	0.01%	401
2025 Q4	$1.15M	Buy	22,532 +1,044	+5%	+$53K	0.01%	401
2025 Q3	$1.06M	Buy	21,488 +1,501	+8%	+$68.3K	0.01%	382
2025 Q2	$873K	Sell	19,987 -16,541	-45%	-$642K	﹤0.01%	419
2025 Q1	$1.33M	Buy	36,528 +5,354	+17%	+$211K	0.01%	335
2024 Q4	$1.2M	Buy	31,174 +5,915	+23%	+$227K	0.01%	334
2024 Q3	$939K	Buy	25,259 +24	+0.1%	+$843	0.01%	382
2024 Q2	$899K	Buy	25,235 +9,023	+56%	+$306K	0.01%	329
2024 Q1	$551K	Buy	16,212 +4,670	+40%	+$152K	0.01%	410
2023 Q4	$360K	Buy	+11,542	New	+$330K	0.01%	479

Other funds holding AIQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s AIQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.85% in Q1 2026, buying an estimated $9.64K and bringing the position to 22,724 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #401.

Wealthspire Advisors (New York) first reported a position in AIQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2025. 570 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Wealthspire Advisors (New York) held 22,724 shares of Global X Artificial Intelligence & Technology ETF worth $1.06M as of Q1 2026.
Wealthspire Advisors (New York) bought 192 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $9.64K.
Global X Artificial Intelligence & Technology ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #401 holding.
Wealthspire Advisors (New York) first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Global X Artificial Intelligence & Technology ETF position peaked at $1.33M in Q1 2025.
570 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.