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 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's AIQ Position: Q1 2026 in Review

United Capital Financial Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 6.5% in Q1 2026, buying an estimated $45K and bringing the position to 14,700 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

United Capital Financial Advisors first reported a position in AIQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $702K in Q4 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

United Capital Financial Advisors held 14,700 shares of Global X Artificial Intelligence & Technology ETF worth $686K as of Q1 2026.
United Capital Financial Advisors bought 897 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $45K.
Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #919 holding.
United Capital Financial Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2025 and has held it in 4 quarters since.
United Capital Financial Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $702K in Q4 2025.
568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.