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WealthTrak Capital Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-9
Closed -$394 – 105
2025
Q2 		$394 Hold
9
– – ﹤0.01% 706
2025
Q1 		$328 Sell
9
-81
-90% -$3.19K ﹤0.01% 748
2024
Q4 		$3.48K Buy
+90
New +$3.46K ﹤0.01% 246

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthTrak Capital Management's AIQ Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q3 2025, closing a stake of 9 shares — an estimated $394 sold.

WealthTrak Capital Management first reported a position in AIQ in Q4 2024 and held it in 3 quarters. The position peaked at $3.48K in Q4 2024. 485 funds tracked by Wall St. Rank hold AIQ as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 9 Global X Artificial Intelligence & Technology ETF shares in Q3 2025, an estimated $394.
  • WealthTrak Capital Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Global X Artificial Intelligence & Technology ETF position peaked at $3.48K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.