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Cascade Investment Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Cascade Investment 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
Q3 		$445K Buy
6,827
+462
+7% +$29K 0.25% 97
2026
Q2 		$418K Buy
+6,365
New +$380K 0.23% 102

Other funds holding AIQ

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Cascade Investment Group's AIQ Position: Q3 2026 in Review

Cascade Investment Group increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 7.3% in Q3 2026, buying an estimated $29K and bringing the position to 6,827 shares worth $445K. The position accounts for 0.25% of the portfolio, ranked #97.

Cascade Investment Group first reported a position in AIQ in Q2 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Cascade Investment Group held 6,827 shares of Global X Artificial Intelligence & Technology ETF worth $445K as of Q3 2026.
  • Cascade Investment Group bought 462 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $29K.
  • Global X Artificial Intelligence & Technology ETF made up 0.25% of Cascade Investment Group's portfolio in Q3 2026, its #97 holding.
  • Cascade Investment Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Cascade Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.