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Berger Financial Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Berger Financial Group’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 		$412K Buy
8,836
+2,044
+30% +$103K 0.02% 312
2025
Q4 		$345K Buy
+6,792
New +$345K 0.02% 341

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

Berger Financial Group's AIQ Position: Q1 2026 in Review

Berger Financial Group increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 30% in Q1 2026, buying an estimated $103K and bringing the position to 8,836 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #312.

Berger Financial Group first reported a position in AIQ in Q4 2025 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Berger Financial Group held 8,836 shares of Global X Artificial Intelligence & Technology ETF worth $412K as of Q1 2026.
  • Berger Financial Group bought 2,044 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $103K.
  • Global X Artificial Intelligence & Technology ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #312 holding.
  • Berger Financial Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.