CPG
AIQ icon

Cornerstone Planning Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Cornerstone Planning 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
2025
Q2 		– Sell
-1,000
Closed -$35.1K – 1531
2025
Q1 		$35.1K Buy
+1,000
New +$39.4K 0.01% 293

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Planning Group's AIQ Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2025, closing a stake of 1,000 shares — an estimated $35.1K sold.

Cornerstone Planning Group first reported a position in AIQ in Q1 2025 and held it in 1 quarter. The position peaked at $35.1K in Q1 2025. 413 funds tracked by Wall St. Rank hold AIQ as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,000 Global X Artificial Intelligence & Technology ETF shares in Q2 2025, an estimated $35.1K.
  • Cornerstone Planning Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Global X Artificial Intelligence & Technology ETF position peaked at $35.1K in Q1 2025.
  • 413 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.