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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
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 $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mark Sheptoff Financial Planning's AIQ Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q1 2026 at 12 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Mark Sheptoff Financial Planning first reported a position in AIQ in Q1 2025 and has held it in 5 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Mark Sheptoff Financial Planning held 12 shares of Global X Artificial Intelligence & Technology ETF worth $702 as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q1 2026.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #491 holding.
  • Mark Sheptoff Financial Planning first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.