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Larry Mathis Financial Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Larry Mathis Financial 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 		$1.27M Buy
19,423
+10,917
+128% +$651K 0.97% 23
2026
Q1 		$397K Sell
8,506
-12,793
-60% -$642K 0.36% 74
2025
Q4 		$1.08M Buy
+21,299
New +$1.08M 0.96% 24

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

Larry Mathis Financial Planning's AIQ Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 128% in Q2 2026, buying an estimated $651K and bringing the position to 19,423 shares worth $1.27M. The position accounts for 0.97% of the portfolio, ranked #23.

Larry Mathis Financial Planning first reported a position in AIQ in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Larry Mathis Financial Planning held 19,423 shares of Global X Artificial Intelligence & Technology ETF worth $1.27M as of Q2 2026.
  • Larry Mathis Financial Planning bought 10,917 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $651K.
  • Global X Artificial Intelligence & Technology ETF made up 0.97% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Larry Mathis Financial Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.