Trifecta Capital Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Trifecta Capital Advisors’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	$228K	Hold	3,480	–	–	0.03%	100
2026 Q1	$162K	Hold	3,480	–	–	0.03%	121
2025 Q4	$177K	Hold	3,480	–	–	0.03%	113
2025 Q3	$172K	Hold	3,480	–	–	0.03%	117
2025 Q2	$152K	Buy	+3,480	New	+$135K	0.03%	124

Other funds holding AIQ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Trifecta Capital Advisors's AIQ Position: Q2 2026 in Review

Trifecta Capital Advisors held its Global X Artificial Intelligence & Technology ETF (AIQ) position steady in Q2 2026 at 3,480 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #100.

Trifecta Capital Advisors first reported a position in AIQ in Q2 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Trifecta Capital Advisors held 3,480 shares of Global X Artificial Intelligence & Technology ETF worth $228K as of Q2 2026.
Trifecta Capital Advisors left its Global X Artificial Intelligence & Technology ETF share count unchanged in Q2 2026.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Trifecta Capital Advisors's portfolio in Q2 2026, its #100 holding.
Trifecta Capital Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 5 quarters since.
337 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.