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 Q2	$7.37M	Buy	112,371 +9,654	+9%	+$576K	﹤0.01%	1104
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 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

Creative Planning's AIQ Position: Q2 2026 in Review

Creative Planning increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 9.4% in Q2 2026, buying an estimated $576K and bringing the position to 112,371 shares worth $7.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Creative Planning first reported a position in AIQ in Q3 2023 and has held it in 12 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Creative Planning held 112,371 shares of Global X Artificial Intelligence & Technology ETF worth $7.37M as of Q2 2026.
Creative Planning bought 9,654 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $576K.
Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1104 holding.
Creative Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and has held it in 12 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.