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 Q3	$240K	Buy	3,687 +1,169	+46%	+$73.3K	0.06%	217
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

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Cape Investment Advisory's AIQ Position: Q3 2026 in Review

Cape Investment Advisory increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 46% in Q3 2026, buying an estimated $73.3K and bringing the position to 3,687 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #217.

Cape Investment Advisory first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Cape Investment Advisory held 3,687 shares of Global X Artificial Intelligence & Technology ETF worth $240K as of Q3 2026.
Cape Investment Advisory bought 1,169 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $73.3K.
Global X Artificial Intelligence & Technology ETF made up 0.06% of Cape Investment Advisory's portfolio in Q3 2026, its #217 holding.
Cape Investment Advisory first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
87 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.