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BFC Planning, Inc.’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

BFC Planning, Inc.’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 		$23K Sell
350
-1,678
-83% -$100K ﹤0.01% 1946
2026
Q1 		$94.6K Buy
2,028
+28
+1% +$1.41K ﹤0.01% 1126
2025
Q4 		$102K Buy
2,000
+850
+74% +$43.2K ﹤0.01% 1106
2025
Q3 		$56.8K Buy
+1,150
New +$52.3K ﹤0.01% 1136

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Hancock Prospecting
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s AIQ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 83% in Q2 2026, selling an estimated $100K and leaving 350 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

BFC Planning, Inc. first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $102K in Q4 2025. 692 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • BFC Planning, Inc. held 350 shares of Global X Artificial Intelligence & Technology ETF worth $23K as of Q2 2026.
  • BFC Planning, Inc. sold 1,678 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $100K.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1946 holding.
  • BFC Planning, Inc. first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Global X Artificial Intelligence & Technology ETF position peaked at $102K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.