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COMPASS FINANCIAL MANAGEMENT LLC’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$68.6K Buy
+1,072
New +$64K 0.01% 625

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AIQ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 1,072 shares worth $68.6K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,072 shares of Global X Artificial Intelligence & Technology ETF worth $68.6K as of Q2 2026.
  • Global X Artificial Intelligence & Technology ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #625 holding.
  • 560 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.