Cooper Financial Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Cooper Financial Group’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	$23.1M	Buy	355,143 +9,355	+3%	+$587K	1.84%	13
2026 Q2	$22.7M	Buy	345,788 +17,439	+5%	+$1.04M	1.88%	13
2026 Q1	$15.3M	Buy	328,349 +25,625	+8%	+$1.29M	1.55%	16
2025 Q4	$15.4M	Buy	302,724 +298,072	+6,407%	+$15.1M	1.64%	16
2025 Q3	$230K	Buy	+4,652	New	+$212K	0.03%	352

Other funds holding AIQ

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Cooper Financial Group's AIQ Position: Q3 2026 in Review

Cooper Financial Group increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.7% in Q3 2026, buying an estimated $587K and bringing the position to 355,143 shares worth $23.1M. The position accounts for 1.84% of the portfolio, ranked #13.

Cooper Financial Group first reported a position in AIQ in Q3 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

Cooper Financial Group held 355,143 shares of Global X Artificial Intelligence & Technology ETF worth $23.1M as of Q3 2026.
Cooper Financial Group bought 9,355 Global X Artificial Intelligence & Technology ETF shares in Q3 2026, an estimated $587K.
Global X Artificial Intelligence & Technology ETF made up 1.84% of Cooper Financial Group's portfolio in Q3 2026, its #13 holding.
Cooper Financial Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.