Curtis Advisory Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Curtis Advisory 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 Q2	$9.37M	Sell	142,798 -83	-0.1%	-$4.95K	1.82%	12
2026 Q1	$6.67M	Buy	142,881 +63	+0%	+$3.16K	1.44%	17
2025 Q4	$7.26M	Sell	142,818 -603	-0.4%	-$30.6K	1.52%	16
2025 Q3	$7.08M	Buy	143,421 +5	+0%	+$228	1.61%	16
2025 Q2	$6.27M	Hold	143,416	–	–	1.57%	17
2025 Q1	$5.22M	Sell	143,416 -1,939	-1%	-$76.4K	1.53%	20
2024 Q4	$5.62M	Buy	145,355 +3,854	+3%	+$148K	1.49%	19
2024 Q3	$5.26M	Sell	141,501 -172	-0.1%	-$6.04K	1.49%	19
2024 Q2	$5.05M	Buy	141,673 +2,087	+1%	+$70.7K	1.78%	19
2024 Q1	$4.74M	Buy	139,586 +2,703	+2%	+$87.7K	1.84%	17
2023 Q4	$4.27M	Buy	136,883 +1,883	+1%	+$53.8K	1.95%	16
2023 Q3	$3.63M	Hold	135,000	–	–	1.21%	17
2023 Q2	$3.77M	Buy	+135,000	New	+$3.42M	1.21%	16

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

Curtis Advisory Group's AIQ Position: Q2 2026 in Review

Curtis Advisory Group reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.06% in Q2 2026, selling an estimated $4.95K and leaving 142,798 shares worth $9.37M. The position accounts for 1.82% of the portfolio, ranked #12.

Curtis Advisory Group first reported a position in AIQ in Q2 2023 and has held it in 13 quarters since. 684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Curtis Advisory Group held 142,798 shares of Global X Artificial Intelligence & Technology ETF worth $9.37M as of Q2 2026.
Curtis Advisory Group sold 83 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $4.95K.
Global X Artificial Intelligence & Technology ETF made up 1.82% of Curtis Advisory Group's portfolio in Q2 2026, its #12 holding.
Curtis Advisory Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2023 and has held it in 13 quarters since.
684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.