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

FinTrust Capital 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
2024
Q3 		$39.1K Buy
1,051
+31
+3% +$1.09K 0.01% 647
2024
Q2 		$36.3K Hold
1,020
– – 0.01% 628
2024
Q1 		$34.6K Hold
1,020
– – 0.01% 634
2023
Q4 		$31.8K Buy
+1,020
New +$29.2K 0.01% 606

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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

FinTrust Capital Advisors's AIQ Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 3% in Q3 2024, buying an estimated $1.09K and bringing the position to 1,051 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #647.

FinTrust Capital Advisors first reported a position in AIQ in Q4 2023 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold AIQ as of Q3 2024.

  • FinTrust Capital Advisors held 1,051 shares of Global X Artificial Intelligence & Technology ETF worth $39.1K as of Q3 2024.
  • FinTrust Capital Advisors bought 31 Global X Artificial Intelligence & Technology ETF shares in Q3 2024, an estimated $1.09K.
  • Global X Artificial Intelligence & Technology ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #647 holding.
  • FinTrust Capital Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.