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Leavell Investment Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Leavell Investment Management’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 		$518K Buy
7,897
+150
+2% +$8.95K 0.02% 430
2026
Q1 		$362K Buy
7,747
+768
+11% +$38.6K 0.01% 476
2025
Q4 		$355K Buy
6,979
+1,715
+33% +$87.1K 0.01% 470
2025
Q3 		$260K Buy
+5,264
New +$240K 0.01% 523

Other funds holding AIQ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
VF
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
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Leavell Investment Management's AIQ Position: Q2 2026 in Review

Leavell Investment Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 1.9% in Q2 2026, buying an estimated $8.95K and bringing the position to 7,897 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #430.

Leavell Investment Management first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Leavell Investment Management held 7,897 shares of Global X Artificial Intelligence & Technology ETF worth $518K as of Q2 2026.
  • Leavell Investment Management bought 150 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $8.95K.
  • Global X Artificial Intelligence & Technology ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #430 holding.
  • Leavell Investment Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.