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Cape Investment Advisory’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Cape Investment Advisory’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 		$165K Buy
+2,518
New +$150K 0.04% 262
2026
Q1 		– Sell
-931
Closed -$47.4K – 253
2025
Q4 		$47.4K Buy
931
+259
+39% +$13.2K 0.01% 426
2025
Q3 		$33.2K Buy
+672
New +$30.6K 0.03% 265

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

Cape Investment Advisory's AIQ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 2,518 shares worth $165K. The stake represents 0.04% of the portfolio and ranks #262 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AIQ as recently as Q4 2025.

Cape Investment Advisory first reported a position in AIQ in Q3 2025 and has held it in 3 quarters since. 684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Cape Investment Advisory held 2,518 shares of Global X Artificial Intelligence & Technology ETF worth $165K as of Q2 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Cape Investment Advisory position in Q2 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #262 holding.
  • Cape Investment Advisory first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.