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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
Q2 		$3.19M Sell
48,655
-3,602
-7% -$215K 0.21% 117
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 $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clear Creek Financial Management's AIQ Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 6.9% in Q2 2026, selling an estimated $215K and leaving 48,655 shares worth $3.19M. The position accounts for 0.21% of the portfolio, ranked #117.

Clear Creek Financial Management first reported a position in AIQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q3 2025. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Clear Creek Financial Management held 48,655 shares of Global X Artificial Intelligence & Technology ETF worth $3.19M as of Q2 2026.
  • Clear Creek Financial Management sold 3,602 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $215K.
  • Global X Artificial Intelligence & Technology ETF made up 0.21% of Clear Creek Financial Management's portfolio in Q2 2026, its #117 holding.
  • Clear Creek Financial Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • Clear Creek Financial Management's Global X Artificial Intelligence & Technology ETF position peaked at $3.44M in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.