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 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 $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Financial Services's AIQ Position: Q1 2026 in Review

Compass Financial Services increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 43% in Q1 2026, buying an estimated $101K and bringing the position to 6,678 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #45.

Compass Financial Services first reported a position in AIQ in Q4 2024 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

Compass Financial Services held 6,678 shares of Global X Artificial Intelligence & Technology ETF worth $312K as of Q1 2026.
Compass Financial Services bought 2,019 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $101K.
Global X Artificial Intelligence & Technology ETF made up 0.14% of Compass Financial Services's portfolio in Q1 2026, its #45 holding.
Compass Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 6 quarters since.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.