Harbor Asset Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Harbor Asset 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	$267K	Hold	4,066	–	–	0.2%	89
2026 Q1	$190K	Buy	4,066 +195	+5%	+$9.79K	0.16%	100
2025 Q4	$197K	Buy	3,871 +78	+2%	+$3.96K	0.17%	90
2025 Q3	$187K	Buy	3,793 +4	+0.1%	+$182	0.17%	92
2025 Q2	$166K	Buy	+3,789	New	+$147K	0.16%	94

Other funds holding AIQ

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Harbor Asset Planning's AIQ Position: Q2 2026 in Review

Harbor Asset Planning held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 4,066 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #89.

Harbor Asset Planning first reported a position in AIQ in Q2 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Harbor Asset Planning held 4,066 shares of Global X Artificial Intelligence & Technology ETF worth $267K as of Q2 2026.
Harbor Asset Planning left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.2% of Harbor Asset Planning's portfolio in Q2 2026, its #89 holding.
Harbor Asset Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 5 quarters since.
181 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.