Stonebridge Financial Group (Pennsylvania)’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$377K	Buy	5,742 +1,109	+24%	+$66.2K	0.03%	204
2026 Q1	$216K	Buy	4,633 +99	+2%	+$4.97K	0.02%	247
2025 Q4	$231K	Sell	4,534 -308,055	-99%	-$15.7M	0.02%	228
2025 Q3	$15.4M	Buy	+312,589	New	+$14.2M	1.36%	20
2025 Q2	–	Sell	-4,209	Closed	-$153K	–	256
2025 Q1	$153K	Buy	4,209 +1,434	+52%	+$56.5K	0.02%	246
2024 Q4	$107K	Buy	+2,775	New	+$107K	0.01%	283

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s AIQ Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 24% in Q2 2026, buying an estimated $66.2K and bringing the position to 5,742 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #204.

Stonebridge Financial Group (Pennsylvania) first reported a position in AIQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4M in Q3 2025. 583 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 5,742 shares of Global X Artificial Intelligence & Technology ETF worth $377K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 1,109 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $66.2K.
Global X Artificial Intelligence & Technology ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #204 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2024 and has held it in 6 quarters since.
Stonebridge Financial Group (Pennsylvania)'s Global X Artificial Intelligence & Technology ETF position peaked at $15.4M in Q3 2025.
583 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.