Concurrent Investment Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Concurrent Investment Advisors’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	$2.08M	Buy	31,686 +4,031	+15%	+$241K	0.02%	709
2026 Q1	$1.29M	Buy	27,655 +736	+3%	+$37K	0.01%	779
2025 Q4	$1.37M	Buy	26,919 +708	+3%	+$36K	0.02%	705
2025 Q3	$1.29M	Buy	26,211 +6,219	+31%	+$283K	0.02%	583
2025 Q2	$873K	Buy	19,992 +9,751	+95%	+$379K	0.02%	637
2025 Q1	$373K	Buy	+10,241	New	+$403K	0.01%	834

Other funds holding AIQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's AIQ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 15% in Q2 2026, buying an estimated $241K and bringing the position to 31,686 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #709.

Concurrent Investment Advisors first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Concurrent Investment Advisors held 31,686 shares of Global X Artificial Intelligence & Technology ETF worth $2.08M as of Q2 2026.
Concurrent Investment Advisors bought 4,031 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $241K.
Global X Artificial Intelligence & Technology ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #709 holding.
Concurrent Investment Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
316 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.