Compass Financial Management
AIQ icon

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

Compass 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
Q3 		$69.9K Hold
1,072
– – 0.01% 667
2026
Q2 		$68.6K Buy
+1,072
New +$64K 0.01% 625

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Compass Financial Management's AIQ Position: Q3 2026 in Review

Compass Financial Management held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q3 2026 at 1,072 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #667.

Compass Financial Management first reported a position in AIQ in Q2 2026 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

  • Compass Financial Management held 1,072 shares of Global X Artificial Intelligence & Technology ETF worth $69.9K as of Q3 2026.
  • Compass Financial Management left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q3 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #667 holding.
  • Compass Financial Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 622 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.