B&D White Capital Company’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

B&D White Capital Company’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	$359K	Buy	5,479 +1	+0%	+$60	0.04%	82
2026 Q1	$256K	Buy	5,478 +4	+0.1%	+$201	0.03%	69
2025 Q4	$278K	Buy	5,474 +1	+0%	+$51	0.03%	67
2025 Q3	$270K	Buy	5,473 +6	+0.1%	+$273	0.03%	71
2025 Q2	$239K	Buy	+5,467	New	+$212K	0.04%	74
2025 Q1	–	Sell	-5,466	Closed	-$211K	–	54
2024 Q4	$211K	Hold	5,466	–	–	0.04%	64
2024 Q3	$203K	Buy	+5,466	New	+$192K	0.04%	73

Other funds holding AIQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

B&D White Capital Company's AIQ Position: Q2 2026 in Review

B&D White Capital Company increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.02% in Q2 2026, buying an estimated $60 and bringing the position to 5,479 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #82.

B&D White Capital Company first reported a position in AIQ in Q3 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

B&D White Capital Company held 5,479 shares of Global X Artificial Intelligence & Technology ETF worth $359K as of Q2 2026.
B&D White Capital Company bought 1 Global X Artificial Intelligence & Technology ETF share in Q2 2026, an estimated $60.
Global X Artificial Intelligence & Technology ETF made up 0.04% of B&D White Capital Company's portfolio in Q2 2026, its #82 holding.
B&D White Capital Company first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2024 and has held it in 7 quarters since.
316 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.