Comprehensive Financial Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Comprehensive Financial Planning’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	$479K	Sell	7,296 -1,444	-17%	-$86.2K	0.26%	80
2026 Q1	$408K	Buy	8,740 +670	+8%	+$33.6K	0.28%	77
2025 Q4	$410K	Buy	8,070 +501	+7%	+$25.5K	0.27%	78
2025 Q3	$374K	Buy	7,569 +221	+3%	+$10.1K	0.26%	77
2025 Q2	$321K	Buy	7,348 +210	+3%	+$8.15K	0.25%	82
2025 Q1	$260K	Buy	7,138 +1	+0%	+$39	0.25%	74
2024 Q4	$276K	Buy	+7,137	New	+$274K	0.23%	75

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

Comprehensive Financial Planning's AIQ Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 17% in Q2 2026, selling an estimated $86.2K and leaving 7,296 shares worth $479K. The position accounts for 0.26% of the portfolio, ranked #80.

Comprehensive Financial Planning first reported a position in AIQ in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Comprehensive Financial Planning held 7,296 shares of Global X Artificial Intelligence & Technology ETF worth $479K as of Q2 2026.
Comprehensive Financial Planning sold 1,444 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $86.2K.
Global X Artificial Intelligence & Technology ETF made up 0.26% of Comprehensive Financial Planning's portfolio in Q2 2026, its #80 holding.
Comprehensive Financial Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 7 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.