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

Stonebridge 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
2023
Q4 		– Sell
-50
Closed -$1.35K – 232
2023
Q3 		$1.35K Buy
+50
New +$1.41K ﹤0.01% 838

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Stonebridge Capital Advisors's AIQ Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2023, closing a stake of 50 shares — an estimated $1.35K sold.

Stonebridge Capital Advisors first reported a position in AIQ in Q3 2023 and held it in 1 quarter. The position peaked at $1.35K in Q3 2023. 162 funds tracked by Wall St. Rank hold AIQ as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 50 Global X Artificial Intelligence & Technology ETF shares in Q4 2023, an estimated $1.35K.
  • Stonebridge Capital Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Global X Artificial Intelligence & Technology ETF position peaked at $1.35K in Q3 2023.
  • 162 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.