United Capital Financial Advisors
AIQ icon

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

United Capital Financial 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 		$1.01M Buy
15,406
+706
+5% +$42.1K 0.01% 802
2026
Q1 		$686K Buy
14,700
+897
+6% +$45K ﹤0.01% 919
2025
Q4 		$702K Buy
13,803
+1,833
+15% +$93.1K ﹤0.01% 844
2025
Q3 		$591K Buy
11,970
+110
+0.9% +$5K ﹤0.01% 808
2025
Q2 		$518K Buy
+11,860
New +$460K ﹤0.01% 767

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
Hancock Prospecting
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

United Capital Financial Advisors's AIQ Position: Q2 2026 in Review

United Capital Financial Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 4.8% in Q2 2026, buying an estimated $42.1K and bringing the position to 15,406 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #802.

United Capital Financial Advisors first reported a position in AIQ in Q2 2025 and has held it in 5 quarters since. 690 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • United Capital Financial Advisors held 15,406 shares of Global X Artificial Intelligence & Technology ETF worth $1.01M as of Q2 2026.
  • United Capital Financial Advisors bought 706 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $42.1K.
  • Global X Artificial Intelligence & Technology ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #802 holding.
  • United Capital Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 690 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.