Carter Financial Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Carter Financial Group’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	$221K	Buy	+3,370	New	+$201K	0.11%	122

Other funds holding AIQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carter Financial Group's AIQ Position: Q2 2026 in Review

Carter Financial Group opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 3,370 shares worth $221K. The stake represents 0.11% of the portfolio and ranks #122 among its holdings.

316 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Carter Financial Group held 3,370 shares of Global X Artificial Intelligence & Technology ETF worth $221K as of Q2 2026.
Global X Artificial Intelligence & Technology ETF was a new Carter Financial Group position in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.11% of Carter Financial Group's portfolio in Q2 2026, its #122 holding.
316 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.