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Capital A Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-48
Closed -$1.75K – 428
2025
Q1 		$1.75K Buy
+48
New +$1.89K ﹤0.01% 483

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital A Wealth Management's AIQ Position: Q2 2025 in Review

Capital A Wealth Management sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2025, closing a stake of 48 shares — an estimated $1.75K sold.

Capital A Wealth Management first reported a position in AIQ in Q1 2025 and held it in 1 quarter. The position peaked at $1.75K in Q1 2025. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

  • Capital A Wealth Management reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 48 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $1.75K.
  • Capital A Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Global X Artificial Intelligence & Technology ETF position peaked at $1.75K in Q1 2025.
  • 413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.