CAPTRUST Financial Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

CAPTRUST Financial Advisors’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 Q1	$678K	Buy	14,535 +3,078	+27%	+$155K	﹤0.01%	1829
2025 Q4	$583K	Buy	11,457 +2,905	+34%	+$148K	﹤0.01%	1804
2025 Q3	$422K	Buy	8,552 +1,156	+16%	+$52.6K	﹤0.01%	1929
2025 Q2	$323K	Buy	+7,396	New	+$287K	﹤0.01%	2006
2022 Q3	–	Sell	-1,319	Closed	-$28K	–	2112
2022 Q2	$28K	Hold	1,319	–	–	﹤0.01%	3165
2022 Q1	$36K	Hold	1,319	–	–	﹤0.01%	3013
2021 Q4	$42K	Hold	1,319	–	–	﹤0.01%	2785
2021 Q3	$40K	Buy	+1,319	New	+$40.8K	﹤0.01%	2721

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors's AIQ Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 27% in Q1 2026, buying an estimated $155K and bringing the position to 14,535 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

CAPTRUST Financial Advisors first reported a position in AIQ in Q3 2021 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

CAPTRUST Financial Advisors held 14,535 shares of Global X Artificial Intelligence & Technology ETF worth $678K as of Q1 2026.
CAPTRUST Financial Advisors bought 3,078 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $155K.
Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1829 holding.
CAPTRUST Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2021 and has held it in 8 quarters since.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.