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 Q2	$341K	Sell	5,190 -8,470	-62%	-$505K	0.03%	213
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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cascade Financial Partners's AIQ Position: Q2 2026 in Review

Cascade Financial Partners reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 62% in Q2 2026, selling an estimated $505K and leaving 5,190 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #213.

Cascade Financial Partners first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.71M in Q4 2025. 689 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Cascade Financial Partners held 5,190 shares of Global X Artificial Intelligence & Technology ETF worth $341K as of Q2 2026.
Cascade Financial Partners sold 8,470 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $505K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #213 holding.
Cascade Financial Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
Cascade Financial Partners's Global X Artificial Intelligence & Technology ETF position peaked at $4.71M in Q4 2025.
689 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.