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

Madrona 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	$21.8M	Buy	332,747 +8,658	+3%	+$517K	4.02%	6
2026 Q1	$15.1M	Buy	324,089 +6,652	+2%	+$334K	3.31%	11
2025 Q4	$16.1M	Sell	317,437 -2,124	-0.7%	-$108K	3.45%	8
2025 Q3	$15.8M	Buy	319,561 +1,579	+0.5%	+$71.8K	3.48%	8
2025 Q2	$13.9M	Buy	317,982 +37,672	+13%	+$1.46M	3.33%	8
2025 Q1	$10.2M	Buy	280,310 +140,304	+100%	+$5.53M	2.8%	12
2024 Q4	$5.41M	Buy	140,006 +127,994	+1,066%	+$4.92M	1.47%	14
2024 Q3	$446K	Buy	+12,012	New	+$422K	0.12%	61

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madrona Financial Services's AIQ Position: Q2 2026 in Review

Madrona Financial Services increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 2.7% in Q2 2026, buying an estimated $517K and bringing the position to 332,747 shares worth $21.8M. The position accounts for 4.02% of the portfolio, ranked #6.

Madrona Financial Services first reported a position in AIQ in Q3 2024 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Madrona Financial Services held 332,747 shares of Global X Artificial Intelligence & Technology ETF worth $21.8M as of Q2 2026.
Madrona Financial Services bought 8,658 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $517K.
Global X Artificial Intelligence & Technology ETF made up 4.02% of Madrona Financial Services's portfolio in Q2 2026, its #6 holding.
Madrona Financial Services first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2024 and has held it in 8 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.