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Montag & Associates’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Montag & Associates’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 		$13.4K Sell
288
-2,034
-88% -$102K ﹤0.01% 718
2025
Q4 		$118K Sell
2,322
-156
-6% -$7.92K 0.01% 484
2025
Q3 		$122K Buy
+2,478
New +$113K 0.01% 461

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

Montag & Associates's AIQ Position: Q1 2026 in Review

Montag & Associates reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 88% in Q1 2026, selling an estimated $102K and leaving 288 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Montag & Associates first reported a position in AIQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $122K in Q3 2025. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Montag & Associates held 288 shares of Global X Artificial Intelligence & Technology ETF worth $13.4K as of Q1 2026.
  • Montag & Associates sold 2,034 Global X Artificial Intelligence & Technology ETF shares in Q1 2026, an estimated $102K.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #718 holding.
  • Montag & Associates first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Montag & Associates's Global X Artificial Intelligence & Technology ETF position peaked at $122K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.