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Concord Wealth Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Concord Wealth Partners’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
2024
Q2 		– Sell
-165
Closed -$5.6K – 846
2024
Q1 		$5.6K Buy
+165
New +$5.35K ﹤0.01% 642

Other funds holding AIQ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Concord Wealth Partners's AIQ Position: Q2 2024 in Review

Concord Wealth Partners sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2024, closing a stake of 165 shares — an estimated $5.6K sold.

Concord Wealth Partners first reported a position in AIQ in Q1 2024 and held it in 1 quarter. The position peaked at $5.6K in Q1 2024. 264 funds tracked by Wall St. Rank hold AIQ as of Q2 2024.

  • Concord Wealth Partners reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 165 Global X Artificial Intelligence & Technology ETF shares in Q2 2024, an estimated $5.6K.
  • Concord Wealth Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Global X Artificial Intelligence & Technology ETF position peaked at $5.6K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.