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

Cyndeo 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
2026
Q2 		$876K Buy
13,357
+7,429
+125% +$443K 0.04% 273
2026
Q1 		$277K Buy
+5,928
New +$298K 0.01% 418

Other funds holding AIQ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cyndeo Wealth Partners's AIQ Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 125% in Q2 2026, buying an estimated $443K and bringing the position to 13,357 shares worth $876K. The position accounts for 0.04% of the portfolio, ranked #273.

Cyndeo Wealth Partners first reported a position in AIQ in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Cyndeo Wealth Partners held 13,357 shares of Global X Artificial Intelligence & Technology ETF worth $876K as of Q2 2026.
  • Cyndeo Wealth Partners bought 7,429 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $443K.
  • Global X Artificial Intelligence & Technology ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Cyndeo Wealth Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.