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

Compass Financial Services’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	$438K	Hold	6,678	–	–	0.16%	39
2026 Q1	$312K	Buy	6,678 +2,019	+43%	+$101K	0.14%	45
2025 Q4	$237K	Buy	4,659 +3,930	+539%	+$200K	0.1%	45
2025 Q3	$36K	Buy	729 +1	+0.1%	+$46	0.02%	123
2025 Q2	$31.8K	Hold	728	–	–	0.02%	126
2025 Q1	$26.5K	Buy	728 +528	+264%	+$20.8K	0.01%	119
2024 Q4	$7.73K	Buy	+200	New	+$7.69K	﹤0.01%	147

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Financial Services's AIQ Position: Q2 2026 in Review

Compass Financial Services held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 6,678 shares worth $438K. The position accounts for 0.16% of the portfolio, ranked #39.

Compass Financial Services first reported a position in AIQ in Q4 2024 and has held it in 7 quarters since. 687 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Compass Financial Services held 6,678 shares of Global X Artificial Intelligence & Technology ETF worth $438K as of Q2 2026.
Compass Financial Services left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.16% of Compass Financial Services's portfolio in Q2 2026, its #39 holding.
Compass Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 7 quarters since.
687 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Compass Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.