Creative Planning
AIQ icon

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

Creative 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
Q1 		$4.79M Buy
102,717
+17,682
+21% +$888K ﹤0.01% 1235
2025
Q4 		$4.32M Buy
85,035
+15,968
+23% +$811K ﹤0.01% 1111
2025
Q3 		$3.41M Buy
69,067
+29,878
+76% +$1.36M ﹤0.01% 1123
2025
Q2 		$1.71M Buy
39,189
+8,034
+26% +$312K ﹤0.01% 1446
2025
Q1 		$1.13M Sell
31,155
-4,455
-13% -$175K ﹤0.01% 1627
2024
Q4 		$1.38M Buy
35,610
+2,121
+6% +$81.6K ﹤0.01% 1403
2024
Q3 		$1.24M Buy
33,489
+6,689
+25% +$235K ﹤0.01% 1351
2024
Q2 		$955K Buy
26,800
+6,356
+31% +$215K ﹤0.01% 1431
2024
Q1 		$694K Buy
20,444
+8,166
+67% +$265K ﹤0.01% 1606
2023
Q4 		$383K Buy
12,278
+1,880
+18% +$53.8K ﹤0.01% 1903
2023
Q3 		$280K Buy
+10,398
New +$292K ﹤0.01% 1993

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return