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Capital Advisors Ltd’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Capital Advisors Ltd’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 		$3.37M Buy
51,381
+6,433
+14% +$384K 0.34% 49
2026
Q1 		$2.1M Buy
44,948
+44,366
+7,623% +$2.23M 0.24% 73
2025
Q4 		$53K Sell
582
-32,752
-98% -$1.66M 0.01% 472
2025
Q3 		$1.65M Buy
33,334
+12,867
+63% +$585K 0.19% 80
2025
Q2 		$894K Buy
20,467
+928
+5% +$36K 0.11% 107
2025
Q1 		$711K Buy
19,539
+1,766
+10% +$69.6K 0.09% 130
2024
Q4 		$687K Buy
17,773
+7,460
+72% +$287K 0.09% 130
2024
Q3 		$383K Buy
10,313
+2,390
+30% +$83.9K 0.05% 190
2024
Q2 		$282K Buy
7,923
+220
+3% +$7.46K 0.04% 221
2024
Q1 		$262K Buy
+7,703
New +$250K 0.03% 237

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

Capital Advisors Ltd's AIQ Position: Q2 2026 in Review

Capital Advisors Ltd increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 14% in Q2 2026, buying an estimated $384K and bringing the position to 51,381 shares worth $3.37M. The position accounts for 0.34% of the portfolio, ranked #49.

Capital Advisors Ltd first reported a position in AIQ in Q1 2024 and has held it in 10 quarters since. 684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Capital Advisors Ltd held 51,381 shares of Global X Artificial Intelligence & Technology ETF worth $3.37M as of Q2 2026.
  • Capital Advisors Ltd bought 6,433 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $384K.
  • Global X Artificial Intelligence & Technology ETF made up 0.34% of Capital Advisors Ltd's portfolio in Q2 2026, its #49 holding.
  • Capital Advisors Ltd first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 10 quarters since.
  • 684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.