James Reed Financial Services’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

James Reed Financial Services’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	$1.93M	Sell	29,483 -930	-3%	-$55.5K	1.48%	6
2026 Q1	$1.42M	Sell	30,413 -2,456	-7%	-$123K	1.23%	6
2025 Q4	$1.67M	Buy	32,869 +3,292	+11%	+$167K	1.34%	6
2025 Q3	$1.46M	Sell	29,577 -2,726	-8%	-$124K	1.31%	7
2025 Q2	$1.41M	Buy	32,303 +8,786	+37%	+$341K	1.28%	7
2025 Q1	$856K	Buy	+23,517	New	+$926K	0.95%	9

Other funds holding AIQ

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

James Reed Financial Services's AIQ Position: Q2 2026 in Review

James Reed Financial Services reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3.1% in Q2 2026, selling an estimated $55.5K and leaving 29,483 shares worth $1.93M. The position accounts for 1.48% of the portfolio, ranked #6.

James Reed Financial Services first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

James Reed Financial Services held 29,483 shares of Global X Artificial Intelligence & Technology ETF worth $1.93M as of Q2 2026.
James Reed Financial Services sold 930 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $55.5K.
Global X Artificial Intelligence & Technology ETF made up 1.48% of James Reed Financial Services's portfolio in Q2 2026, its #6 holding.
James Reed Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
266 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.