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Morton Capital Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Morton Capital 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 		$360K Buy
+5,494
New +$328K 0.05% 103

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morton Capital Management's AIQ Position: Q2 2026 in Review

Morton Capital Management opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2026: 5,494 shares worth $360K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings.

213 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Morton Capital Management held 5,494 shares of Global X Artificial Intelligence & Technology ETF worth $360K as of Q2 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Morton Capital Management position in Q2 2026.
  • Global X Artificial Intelligence & Technology ETF made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #103 holding.
  • 213 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.