CT
AIQ icon

Caldwell Trust’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Caldwell Trust’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 		$787 Hold
12
– – ﹤0.01% 798
2026
Q1 		$560 Hold
12
– – ﹤0.01% 780
2025
Q4 		$610 Hold
12
– – ﹤0.01% 749
2025
Q3 		$593 Hold
12
– – ﹤0.01% 743
2025
Q2 		$524 Hold
12
– – ﹤0.01% 739
2025
Q1 		$437 Hold
12
– – ﹤0.01% 746
2024
Q4 		$464 Hold
12
– – ﹤0.01% 708
2024
Q3 		$446 Buy
+12
New +$421 ﹤0.01% 699

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

Caldwell Trust's AIQ Position: Q2 2026 in Review

Caldwell Trust held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 12 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Caldwell Trust first reported a position in AIQ in Q3 2024 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Caldwell Trust held 12 shares of Global X Artificial Intelligence & Technology ETF worth $787 as of Q2 2026.
  • Caldwell Trust left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #798 holding.
  • Caldwell Trust first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2024 and has held it in 8 quarters since.
  • 686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.