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Action Point Financial Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Action Point Financial Planning’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 		$369K Buy
+5,628
New +$336K 0.04% 312

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Action Point Financial Planning's AIQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 5,628 shares worth $369K. The stake represents 0.04% of the portfolio and ranks #312 among its holdings.

684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Action Point Financial Planning held 5,628 shares of Global X Artificial Intelligence & Technology ETF worth $369K as of Q2 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Action Point Financial Planning position in Q2 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #312 holding.
  • 684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.