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

Bleakley Financial 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	$8.21M	Sell	125,153 -10,579	-8%	-$631K	0.1%	151
2026 Q1	$6.33M	Sell	135,732 -9,923	-7%	-$498K	0.1%	177
2025 Q4	$7.41M	Sell	145,655 -4,646	-3%	-$236K	0.13%	135
2025 Q3	$7.42M	Sell	150,301 -12,855	-8%	-$585K	0.17%	107
2025 Q2	$7.13M	Buy	163,156 +102,384	+168%	+$3.97M	0.18%	104
2025 Q1	$2.21M	Buy	60,772 +44,157	+266%	+$1.74M	0.07%	225
2024 Q4	$642K	Buy	16,615 +3,138	+23%	+$121K	0.02%	542
2024 Q3	$501K	Buy	13,477 +5,544	+70%	+$195K	0.02%	601
2024 Q2	$283K	Buy	+7,933	New	+$269K	0.01%	773

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bleakley Financial Group's AIQ Position: Q2 2026 in Review

Bleakley Financial Group reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 7.8% in Q2 2026, selling an estimated $631K and leaving 125,153 shares worth $8.21M. The position accounts for 0.1% of the portfolio, ranked #151.

Bleakley Financial Group first reported a position in AIQ in Q2 2024 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Bleakley Financial Group held 125,153 shares of Global X Artificial Intelligence & Technology ETF worth $8.21M as of Q2 2026.
Bleakley Financial Group sold 10,579 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $631K.
Global X Artificial Intelligence & Technology ETF made up 0.1% of Bleakley Financial Group's portfolio in Q2 2026, its #151 holding.
Bleakley Financial Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and has held it in 9 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.