CX Institutional’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

CX Institutional’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 Q3	$623K	Hold	9,560	–	–	0.02%	423
2026 Q2	$627K	Hold	9,560	–	–	0.02%	412
2026 Q1	$446K	Buy	9,560 +8	+0.1%	+$402	0.01%	491
2025 Q4	$486K	Hold	9,552	–	–	0.01%	430
2025 Q3	$472K	Buy	9,552 +252	+3%	+$11.5K	0.01%	450
2025 Q2	$406K	Hold	9,300	–	–	0.01%	424
2025 Q1	$338K	Hold	9,300	–	–	0.01%	454
2024 Q4	$359K	Buy	+9,300	New	+$358K	0.01%	405

Other funds holding AIQ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Taylor Securities Services Harrisburg, Pennsylvania $250M AUM 13.19% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Arch Global Advisors New York $240M AUM

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

CX Institutional's AIQ Position: Q3 2026 in Review

CX Institutional held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q3 2026 at 9,560 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #423.

CX Institutional first reported a position in AIQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $627K in Q2 2026. 223 funds tracked by Wall St. Rank hold AIQ as of Q3 2026.

CX Institutional held 9,560 shares of Global X Artificial Intelligence & Technology ETF worth $623K as of Q3 2026.
CX Institutional left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q3 2026.
Global X Artificial Intelligence & Technology ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #423 holding.
CX Institutional first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 8 quarters since.
CX Institutional's Global X Artificial Intelligence & Technology ETF position peaked at $627K in Q2 2026.
223 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.