WT Wealth Management
AIQ icon

WT Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

WT Wealth 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
2026
Q3 		$4.87M Sell
74,704
-5,828
-7% -$365K 1.36% 22
2026
Q2 		$5.28M Buy
80,532
+67,936
+539% +$4.05M 1.46% 22
2026
Q1 		$588K Sell
12,596
-1,008
-7% -$50.6K 0.17% 92
2025
Q4 		$692K Buy
13,604
+1,414
+12% +$71.8K 0.2% 83
2025
Q3 		$602K Buy
12,190
+1,153
+10% +$52.5K 0.17% 84
2025
Q2 		$482K Sell
11,037
-14
-0.1% -$543 0.14% 96
2025
Q1 		$402K Buy
+11,051
New +$435K 0.13% 94

Other funds holding AIQ

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Taylor Securities Services
Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Arch Global Advisors
Arch Global Advisors New York $240M AUM
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

WT Wealth Management's AIQ Position: Q3 2026 in Review

WT Wealth Management reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 7.2% in Q3 2026, selling an estimated $365K and leaving 74,704 shares worth $4.87M. The position accounts for 1.36% of the portfolio, ranked #22.

WT Wealth Management first reported a position in AIQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.28M in Q2 2026. 221 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • WT Wealth Management held 74,704 shares of Global X Artificial Intelligence & Technology ETF worth $4.87M as of Q3 2026.
  • WT Wealth Management sold 5,828 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $365K.
  • Global X Artificial Intelligence & Technology ETF made up 1.36% of WT Wealth Management's portfolio in Q3 2026, its #22 holding.
  • WT Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 7 quarters since.
  • WT Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $5.28M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.