Clear Creek Financial Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Clear Creek Financial Management’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	$2.44M	Sell	52,257 -12,010	-19%	-$603K	0.19%	119
2025 Q4	$3.27M	Sell	64,267 -5,456	-8%	-$277K	0.27%	88
2025 Q3	$3.44M	Buy	69,723 +4,476	+7%	+$204K	0.3%	73
2025 Q2	$2.85M	Buy	65,247 +6,220	+11%	+$241K	0.27%	84
2025 Q1	$2.15M	Buy	59,027 +4,937	+9%	+$194K	0.22%	95
2024 Q4	$2.09M	Buy	54,090 +1,719	+3%	+$66.1K	0.23%	102
2024 Q3	$1.95M	Buy	52,371 +216	+0.4%	+$7.58K	0.22%	98
2024 Q2	$1.86M	Buy	52,155 +2,717	+5%	+$92.1K	0.23%	92
2024 Q1	$1.68M	Buy	49,438 +40,170	+433%	+$1.3M	0.21%	94
2023 Q4	$289K	Buy	+9,268	New	+$265K	0.05%	269

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return