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Advocate Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Advocate Group’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 		– Sell
-10,507
Closed -$490K – 123
2026
Q1 		$490K Hold
10,507
– – 0.08% 97
2025
Q4 		$534K Buy
10,507
+3,992
+61% +$203K 0.09% 92
2025
Q3 		$322K Buy
+6,515
New +$296K 0.05% 102

Other funds holding AIQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advocate Group's AIQ Position: Q2 2026 in Review

Advocate Group sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026, closing a stake of 10,507 shares — an estimated $490K sold.

Advocate Group first reported a position in AIQ in Q3 2025 and held it in 3 quarters. The position peaked at $534K in Q4 2025. 316 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Advocate Group reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Advocate Group sold 10,507 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $490K.
  • Advocate Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and held it in 3 quarters.
  • Advocate Group's Global X Artificial Intelligence & Technology ETF position peaked at $534K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.