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Independent Financial Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Independent Financial 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 		$4.14M Buy
63,073
+17,983
+40% +$1.07M 0.08% 247
2026
Q1 		$2.1M Buy
45,090
+4,231
+10% +$212K 0.05% 391
2025
Q4 		$2.08M Buy
40,859
+5,509
+16% +$280K 0.05% 383
2025
Q3 		$1.75M Buy
35,350
+6,199
+21% +$282K 0.04% 427
2025
Q2 		$1.27M Sell
29,151
-2,587
-8% -$100K 0.04% 473
2025
Q1 		$1.15M Sell
31,738
-63,613
-67% -$2.51M 0.04% 446
2024
Q4 		$3.68M Buy
95,351
+14,639
+18% +$563K 0.12% 158
2024
Q3 		$3M Buy
80,712
+45,567
+130% +$1.6M 0.11% 184
2024
Q2 		$1.25M Buy
35,145
+11,432
+48% +$388K 0.05% 341
2024
Q1 		$805K Buy
23,713
+16,772
+242% +$544K 0.04% 437
2023
Q4 		$216K Buy
+6,941
New +$198K 0.01% 861

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 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
HP
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

Independent Financial Group's AIQ Position: Q2 2026 in Review

Independent Financial Group increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 40% in Q2 2026, buying an estimated $1.07M and bringing the position to 63,073 shares worth $4.14M. The position accounts for 0.08% of the portfolio, ranked #247.

Independent Financial Group first reported a position in AIQ in Q4 2023 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Independent Financial Group held 63,073 shares of Global X Artificial Intelligence & Technology ETF worth $4.14M as of Q2 2026.
  • Independent Financial Group bought 17,983 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $1.07M.
  • Global X Artificial Intelligence & Technology ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #247 holding.
  • Independent Financial Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 684 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.