CreativeOne Wealth’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

CreativeOne Wealth’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	$1.11M	Sell	16,978 -739	-4%	-$44.1K	0.02%	542
2026 Q1	$827K	Sell	17,717 -35	-0.2%	-$1.76K	0.02%	648
2025 Q4	$903K	Buy	17,752 +3,007	+20%	+$153K	0.02%	590
2025 Q3	$728K	Buy	14,745 +1,196	+9%	+$54.4K	0.02%	657
2025 Q2	$592K	Buy	13,549 +1,230	+10%	+$47.8K	0.02%	682
2025 Q1	$448K	Sell	12,319 -6,492	-35%	-$256K	0.01%	717
2024 Q4	$727K	Buy	18,811 +9,131	+94%	+$351K	0.02%	583
2024 Q3	$360K	Buy	+9,680	New	+$340K	0.01%	728
2024 Q2	–	Sell	-10,789	Closed	-$366K	–	767
2024 Q1	$366K	Buy	+10,789	New	+$350K	0.01%	663

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

CreativeOne Wealth's AIQ Position: Q2 2026 in Review

CreativeOne Wealth reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 4.2% in Q2 2026, selling an estimated $44.1K and leaving 16,978 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #542.

CreativeOne Wealth first reported a position in AIQ in Q1 2024 and has held it in 9 quarters since. 687 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

CreativeOne Wealth held 16,978 shares of Global X Artificial Intelligence & Technology ETF worth $1.11M as of Q2 2026.
CreativeOne Wealth sold 739 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $44.1K.
Global X Artificial Intelligence & Technology ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #542 holding.
CreativeOne Wealth first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 9 quarters since.
687 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.