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Mark Sheptoff Financial Planning’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Mark Sheptoff 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 		$4.78K Buy
73
+61
+508% +$3.64K ﹤0.01% 450
2026
Q1 		$702 Hold
12
– – ﹤0.01% 491
2025
Q4 		$610 Hold
12
– – ﹤0.01% 489
2025
Q3 		$593 Hold
12
– – ﹤0.01% 465
2025
Q2 		$524 Hold
12
– – ﹤0.01% 495
2025
Q1 		$437 Buy
+12
New +$473 ﹤0.01% 427

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

Mark Sheptoff Financial Planning's AIQ Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 508% in Q2 2026, buying an estimated $3.64K and bringing the position to 73 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Mark Sheptoff Financial Planning first reported a position in AIQ in Q1 2025 and has held it in 6 quarters since. 688 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Mark Sheptoff Financial Planning held 73 shares of Global X Artificial Intelligence & Technology ETF worth $4.78K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 61 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $3.64K.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #450 holding.
  • Mark Sheptoff Financial Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 6 quarters since.
  • 688 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.