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Cascade Financial Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Cascade Financial Partners’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 		$638K Sell
13,660
-78,866
-85% -$3.96M 0.07% 153
2025
Q4 		$4.71M Buy
92,526
+13,041
+16% +$663K 0.48% 48
2025
Q3 		$3.93M Buy
79,485
+4,836
+6% +$220K 0.45% 50
2025
Q2 		$3.26M Buy
74,649
+6,579
+10% +$255K 0.39% 53
2025
Q1 		$2.48M Buy
+68,070
New +$2.68M 0.31% 64

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cascade Financial Partners's AIQ Position: Q1 2026 in Review

Cascade Financial Partners reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 85% in Q1 2026, selling an estimated $3.96M and leaving 13,660 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #153.

Cascade Financial Partners first reported a position in AIQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.71M in Q4 2025. 569 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Cascade Financial Partners held 13,660 shares of Global X Artificial Intelligence & Technology ETF worth $638K as of Q1 2026.
  • Cascade Financial Partners sold 78,866 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $3.96M.
  • Global X Artificial Intelligence & Technology ETF made up 0.07% of Cascade Financial Partners's portfolio in Q1 2026, its #153 holding.
  • Cascade Financial Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • Cascade Financial Partners's Global X Artificial Intelligence & Technology ETF position peaked at $4.71M in Q4 2025.
  • 569 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.